HeyJaredContrasting Viewpoints with Mark Hurley and Ray Sclafani
Mark Hurley and Ray Sclafani provide different viewpoints and insights on what is really going on in the wealth management industry as well as take an in-depth look at the immense opportunity ahead over the next ten to fifteen years and what firms will need to do to…
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- 3
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- Aug 3, 2026
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- Jul 16, 2026
Latest episodes
Your CRM Shouldn't Be AI's Training Ground feat. Matt Halloran (Ep. 28) (opens the original)
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AI is no longer a future consideration for advisory firms. It's an operating decision advisors are making right now, and this episode digs into what that decision actually involves. Ray Sclafani and Mark Hurley open with their usual contrasting lenses (Mark on custodial economics and market structure, Ray on talent and culture) before turning to Matt Halloran, Chief Evangelist at Zocks, for a candid look at how AI assistants are reshaping day-to-day practice management. Matt unpacks why plugging
Why Bigger Deals Actually Get Worse featuring David Grau Jr. (Ep. 27) (opens the original)
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If you're considering a merger, acquisition, or sale in the next five to ten years, this episode will challenge everything you think you know about valuations and deal structures in wealth management. David Grau Jr., founder and CEO of Succession Resource Group debates a critical question: Does bigger always mean better in M&A? Ray Sclafani and Mark Hurley explore the hard data behind deal multiples, the real economics of private equity partnerships, and why advisors are increasingly pursuing st
Why Team Liftouts Have Never Been More Desirable with Allan Starkie (Ep. 26) (opens the original)
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The talent war in wealth management is intensifying. Massive consolidation has eliminated C-suite roles while creating explosive demand for advisors and teams that bring clients. Team liftouts have become more desirable than ever, but the economics, legal complexity, and retention challenges are reshaping how firms recruit, retain, and compensate talent. In this episode of Contrasting Viewpoints, Ray Sclafani and Mark Hurley are joined by Allan Starkie of Knightsbridge Advisors to discuss what's
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