HeyJaredThe Modcast
The Modcast is here to explore the journey of building and growing an RIA. What challenges do firms face, and how do they overcome them?
- Indexed episodes, last 90 days
- 3
- Latest publication
- Aug 18, 2026
- Audience
- Checking…
- Earliest in this view
- Jul 14, 2026
Latest episodes
027: RIA Value Drivers, Multiples, and the Seller Mindset with Derek Bruton (opens the original)
Read excerpt
In this episode, we sit down with Derek Bruton , Head of M&A at Modern Wealth Management and our first-ever repeat guest, to unpack what's really driving deals in today's wealth management landscape. Drawing on decades in the industry and conversations with hundreds of firms a year, Derek breaks down the seller mindset, the value drivers that separate premium firms from the pack, and how advisors across different affiliation models are thinking about their next chapter. Whether you own an RIA, o
026: A Record Start to 2026 RIA M&A (opens the original)
Read excerpt
In this episode, we dive into the latest trends and data on M&A activity within the wealth management industry, featuring insights from Dave DeVoe, a leading authority in valuation and strategic growth. Whether you're a firm contemplating your next move or an investor interested in valuation trends, this conversation offers a comprehensive look at what's driving deal activity, valuation shifts, and succession planning challenges in the space. Key Topics Covered: • How Q1 and Q2 2026 set new reco
025: 5 Hidden Traps of Running an RIA (opens the original)
Read excerpt
Many $1 billion RIAs discover too late that scaling success creates a new set of hidden problems. In this episode of the Modcast, Gordo and Gary unpack the five hidden traps quietly eroding profitability, valuation, and growth at today's fastest-moving advisory firms. Discover why 77% of client AUM is now controlled by just 7% of firms, and what that means for you. Learn how the talent crisis, compliance cost curve, and time trap are pushing founders to their breaking point. Explore why the tech
Publishing over time
Last 90 days. Choose a month to open its work.
Recurring subjects
Named in the text we hold. One piece can cover several.
Audience
No verified audience measurement yet.
About this data
Counts cover the work we have indexed. Tone needs enough text and a confident classification. Excerpts and episode notes are not full articles or transcripts.
Identity or attribution wrong? Suggest a correction.