Bridging the Savings Gap: Vestwell's Journey to Fintech Unicorn

Growth Leaders of Wealth Management

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تمت الإضافة منذ thirty-five أسبوع

المحتوى المقدم من Meg Carpenter. يتم تحميل جميع محتويات البودكاست بما في ذلك الحلقات والرسومات وأوصاف البودكاست وتقديمها مباشرة بواسطة Meg Carpenter أو شريك منصة البودكاست الخاص بهم. إذا كنت تعتقد أن شخصًا ما يستخدم عملك المحمي بحقوق الطبع والنشر دون إذنك، فيمكنك اتباع العملية الموضحة هنا https://ar.player.fm/legal.

TechSurge: Deep Tech VC Podcast

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Understanding the Elegant Math Behind Modern Machine Learning 1:14:43

منذ 6 أيام1:14:43

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1:14:43

Artificial intelligence is evolving at an unprecedented pace—what does that mean for the future of technology, venture capital, business, and even our understanding of ourselves? Award-winning journalist and writer Anil Ananthaswamy joins us for our latest episode to discuss his latest book Why Machines Learn: The Elegant Math Behind Modern AI . Anil helps us explore the journey and many breakthroughs that have propelled machine learning from simple perceptrons to the sophisticated algorithms shaping today’s AI revolution, powering GPT and other models. The discussion aims to demystify some of the underlying math that powers modern machine learning to help everyone grasp this technology impacting our lives, even if your last math class was in high school. Anil walks us through the power of scaling laws, the shift from training to inference optimization, and the debate among AI’s pioneers about the road to AGI—should we be concerned, or are we still missing key pieces of the puzzle? The conversation also delves into AI’s philosophical implications—could understanding how machines learn help us better understand ourselves? And what challenges remain before AI systems can truly operate with agency? If you enjoy this episode, please subscribe and leave us a review on your favorite podcast platform. Sign up for our newsletter at techsurgepodcast.com for exclusive insights and updates on upcoming TechSurge Live Summits. Links: Read Why Machines Learn, Anil’s latest book on the math behind AI https://www.amazon.com/Why-Machines-Learn-Elegant-Behind/dp/0593185749 Learn more about Anil Ananthaswamy’s work and writing https://anilananthaswamy.com/ Watch Anil Ananthaswamy’s TED Talk on AI and intelligence https://www.ted.com/speakers/anil_ananthaswamy Discover the MIT Knight Science Journalism Fellowship that shaped Anil’s AI research https://ksj.mit.edu/ Understand the Perceptron, the foundation of neural networks https://en.wikipedia.org/wiki/Perceptron Read about the Perceptron Convergence Theorem and its significance https://www.nature.com/articles/323533a0…

منذ عام واحد 53:51

MP3•منزل الحلقة

We’ll talk about how Vestwell transformed 401(k) administration through configurable technology and strategic partnerships with major advisory firms like Morgan Stanley and JP Morgan. Join us as we explore Vestwell's journey with Founder and CEO Aaron Schumm, Board Directors Lori Hardwick and Logan Allin, and Doug Magnolia, Chief Customer Officer and President of Vestwell State Savings.

Connect with us:

Meg Carpenter on LinkedIn
Aaron Schumm on LinkedIn
Doug Magnolia on LinkedIn
Logan Allin on LinkedIn
Lori Hardwick on LinkedIn

Want to learn more…

Visit ficommpartners.com

13 حلقات

#Business #Meg Carpenter

Bridging the Savings Gap: Vestwell's Journey to Fintech Unicorn

Growth Leaders of Wealth Management

published منذ عام واحد

MP3•منزل الحلقة

Connect with us:

Meg Carpenter on LinkedIn
Aaron Schumm on LinkedIn
Doug Magnolia on LinkedIn
Logan Allin on LinkedIn
Lori Hardwick on LinkedIn

Want to learn more…

Visit ficommpartners.com

13 حلقات

#Business #Meg Carpenter

كل الحلقات

1
Top 5 Growth Insights from Season 1 32:45

منذ 11 weeks32:45

32:45

Wish you could hear all of the best insights on growth from some of the nation’s top leaders in one place? Well, strap in! Join us for a “greatest hits” collection from our season one conversations, where we share our five key takeaways on what it takes to be a growth leader. Connect with us: Meg Carpenter on LinkedIn Harpreet Ahluwalia on LinkedIn John Bunch on LinkedIn Brent Brodeski on LinkedIn Bill Capuzzi on LinkedIn Matt Fleissig on LinkedIn Heather Fortner on LinkedIn Lauren Fryefield on LinkedIn Anders Jones on LinkedIn Michael Kerins on LinkedIn Crystal Mathis on LinkedIn Kay Lynn Mayhue on LinkedIn Larry Miles on LinkedIn Rob Morrison on LinkedIn Matt Neuman on LinkedIn Aaron Schumm on LinkedIn Peter Vincent on LinkedIn Who should we spotlight next? Nominate growth leaders for Season 2 Want to learn more… Visit ficommpartners.com…

1
Solve a Hard Problem: Apex’s Mission to Simplify Investing 55:21

منذ 13 weeks55:21

55:21

From powering industry disruptors like Robinhood, to streamlining RIAs, to increasing accessibility for investors worldwide, Apex Fintech Solutions has accomplished a lot in just 12 years. Join us to hear the journey of Apex, a fintech and custodian with more than $150 billion AUM and millions of customers across the globe. In this episode, we’re joined by CEO Bill Capuzzi, Chief Commercial Officer Connor Coughlin, Head of Advisory Olivia Eisinger, and Head of Advisory Product, Michael Kerins. Connect with us: Meg Carpenter on LinkedIn Bill Capuzzi on LinkedIn Connor Coughlin on LinkedIn Olivia Eisinger on LinkedIn Michael Kerins on LinkedIn Who should we spotlight next? Nominate growth leaders for Season 2 Want to learn more… Visit ficommpartners.com…

1
Horizontal Expansion and Vertical Integration: LPL’s Journey to $1.6 Trillion in Assets 1:06:58

منذ 15 weeks1:06:58

1:06:58

Tune in for a bit of a different episode, where we talk to several leaders from LPL Financial Holdings about how they went from $600 billion to $1.6 trillion AUM since 2019. Join us as we discuss training the next generation of advisors, building top-notch technology, enabling advisor growth and much more. In this episode, we’re joined by Marc Cohen, LPL’s Head of Corporate Strategy; Aneri Jambusaria, Business and Wealth Solutions Managing Director; Peter Vincent, Head of Field Management; and Phillip Bell, an LPL Investment Advisor Representative for Financial Planning Resources in Oklahoma. Connect with us: Meg Carpenter on LinkedIn Marc Cohen on LinkedIn Aneri Jambusaria on LinkedIn Peter Vincent on LinkedIn Phillip Bell on LinkedIn Who should we spotlight next? Nominate growth leaders for Season 2 Want to learn more… Visit ficommpartners.com…

1
Pathstone’s Mission to Become the Nation’s Largest Fiduciary for the Ultra Wealthy 1:12:45

منذ 17 weeks1:12:45

1:12:45

What does it take to become the first national brand for a fiduciary family office? Our guests in this episode feel like they’re on track to make it happen in the next five years! Join us as we explore Pathstone’s journey from single family office to 23 locations, 750 team members, and $100 billion in assets under advisement and administration. In this episode, we’re joined by Matthew Fleissig, Co-founder and CEO of Pathstone, along with President Kelly Maregni, CMO Lauren Fryefield, and private equity investor Brad Armstrong of Lovell Minnick Partners. Connect with us: Meg Carpenter on LinkedIn Matthew Fleissig on LinkedIn Kelly Maregni on LinkedIn Brad Armstrong on LinkedIn Lauren Fryefield on LinkedIn Pathstone Want to learn more… Visit ficommpartners.com…

1
How SignatureFD’s ‘Three-Legged Stool’ Approach to Growth has Fueled Massive Success 1:02:05

منذ 19 weeks1:02:05

1:02:05

From humble beginnings as a CPA offshoot to an $8.5 billion RIA on the Inc. 5000 list of America’s fastest growing private companies – that’s the story of SignatureFD! Join us as we discuss SignatureFD’s “three-legged stool” philosophy of growth, and how they have maintained one of the best employee retention rates in the industry. In this episode, we’re joined by Doug Liptak, Co-founder and Chief Strategy Officer, Heather Robertson Fortner, CEO, and Crystal Mathis, CMO. Connect with us: Meg Carpenter on LinkedIn Doug Liptak on LinkedIn Heather Robertson Fortner on LinkedIn Crystal Mathis on LinkedIn SignatureFD on LinkedIn Want to learn more… Visit ficommpartners.com…

1
From Startup IMO to $30 Billion RIA: The Journey of Advisors Excel and AE Wealth 54:02

منذ 21 weeks54:02

54:02

How do you go from zero to $30 billion in AUM in less than eight years, and maintain an average 42% YOY organic growth for your advisors? Tune in to find out! Join us as we explore the growth journey of Advisors Excel Wealth Management, an RIA born out of an IMO in Topeka, Kansas. In this episode, we’re joined by AE’s Co-founder Cody Foster, Chief Strategy Officer Matt Neuman, and Head of Sales Kevin Thornton. Connect with us: Meg Carpenter on LinkedIn Cody Foster on LinkedIn Matt Neuman on LinkedIn Kevin Thornton on LinkedIn Want to learn more… Visit ficommpartners.com…

1
How a Marketing-First Mindset Shaped the Growth Journey of Allworth Financial, a $23 Billion RIA 51:50

منذ 23 weeks51:50

51:50

What’s it like to acquire 31 firms in five years? How do you maintain a consistent client experience? How do you keep a positive culture? Our guests today can tell you all about it! Join us as we explore Allworth Financial’s growth journey and how their unique marketing-first approach has led to a 30-year radio show, $23 billion AUM, 33 locations across the country, and much more. In this episode, we’re joined by Scott Hanson, Co-founder and Vice Chair of Allworth, along with Chief Executive Officer, John Bunch, Director of Client Experience, Victoria Bogner, and private equity investor Andrew Dodson of Parthenon Financial. Connect with us: Meg Carpenter on LinkedIn Scott Hanson on LinkedIn Victoria Bogner on LinkedIn John Bunch on LinkedIn Andrew Dodson on LinkedIn Want to learn more… Visit ficommpartners.com…

1
Making the Biggest Pie: Inside Savant Wealth Management’s Mission to 10x Business by 2028 1:16:37

منذ 25 weeks1:16:37

1:16:37

Can a wealth management firm really transform the lives of 1 million people by 2028 – and create 2,500 millionaire employees in the process? If you’re Brent Brodeski, Founder and CEO of Savant Wealth Management, there’s no doubt in your mind. Join us as we uncover Savant’s ambitious mission and explore how the firm's unique approach to private equity, employee ownership, M&A and more is driving it forward. In this episode, we’re joined by Brent, along with his colleagues Patrick Lawlor and Robert Morrison, as well as Bill Frayer of Kelso & Company and Keith Taylor of The Cynosure Group. Connect with us: Meg Carpenter on LinkedIn Brent Brodeski on LinkedIn Patrick Lawlor on LinkedIn Robert Morrison on LinkedIn Bill Frayer on LinkedIn Keith Taylor on LinkedIn Want to learn more… Visit ficommpartners.com…

1
Bridging the Savings Gap: Vestwell's Journey to Fintech Unicorn 53:51

منذ 27 weeks53:51

53:51

Can a fintech company really bridge the American savings gap and go from 0 to 1.1 million users in just seven years? Vestwell is doing just that by revolutionizing how financial services thinks about savings. We’ll talk about how Vestwell transformed 401(k) administration through configurable technology and strategic partnerships with major advisory firms like Morgan Stanley and JP Morgan. Join us as we explore Vestwell's journey with Founder and CEO Aaron Schumm, Board Directors Lori Hardwick and Logan Allin, and Doug Magnolia, Chief Customer Officer and President of Vestwell State Savings. Connect with us: Meg Carpenter on LinkedIn Aaron Schumm on LinkedIn Doug Magnolia on LinkedIn Logan Allin on LinkedIn Lori Hardwick on LinkedIn Want to learn more… Visit ficommpartners.com…

1
Unlocking Growth: Lessons on Merging Organic and Inorganic Strategies from a $12 Billion Hybrid RIA 52:32

منذ 29 weeks52:32

52:32

Organic vs. inorganic growth is a never-ending conversation in wealth management. How can they work together? Which is better? Join our host, Meg Carpenter, as she speaks with the growth leaders at Merit Financial Advisors, a $12 billion hybrid RIA. In this episode, she sits down with Kay Lynn Mayhue, President of Merit Financial Advisors, for a top-down perspective on their growth strategy. She also speaks with Merit partners Tait Lane and Zachary Mersberger to hear why they chose to join Merit and how they’ve contributed to the firm’s accelerated growth. Finally, she talks to Rich Gill from Wealth Partners Capital Group about why his organization chose to invest in Merit and how he sees the hybrid RIA space as a vast opportunity. You’ll hear what makes organic growth the backbone of validating M&A, and how Merit’s approach to organic growth tracks is revolutionizing their approach to both client acquisition and advisor recruitment. Whether you’re an advisor looking to scale your business or a wealth management firm seeking to innovate your growth strategies, this episode is packed with practical insights and transformative stories that could empower you to achieve sustainable success. Don’t miss out on this deep dive into how this wealth management firm is driving rapid growth. Connect with us: Meg Carpenter on LinkedIn Kay Lynn Mayhue on LinkedIn Tait Lane on LinkedIn Zachary Mersberger on LinkedIn Rich Gill on LinkedIn Want to learn more… Visit ficommpartners.com…

1
Integrating Wealth Management and Accounting: Choreo’s Strategic Vision 50:16

منذ 31 weeks50:16

50:16

Unlock the secrets to integrating wealth management and accounting seamlessly with insights from Larry Miles, CEO of Choreo and his experienced team. This episode of Growth Leaders of Wealth Management takes you inside Choreo’s journey, highlighting the strategic acquisition of RSM's US Wealth Management practice and the firm's impressive growth trajectory. Learn about Choreo’s four-pillar partnership program designed to foster strong, value-aligned relationships with CPA firms through equity, revenue share, real estate proximity, and education. Discover the growth strategies that have fueled Choreo, focusing on the vital role of nurturing existing client relationships, facilitating client referrals, and establishing strategic CPA partnerships. Hear from David Winslow and Marci Spivey on how exceptional client care can lead to unwavering loyalty and successful referrals. Marissa Fox-Foley sheds light on Choreo's branding strategy, ensuring respect for RSM US Wealth Management's legacy while forging a new identity. We'll also explore Choreo’s customer-centric marketing strategy, which includes a significant investment in marketing and technology to enhance the client experience. Join us as we uncover Choreo’s vision of building a 100-year business, making long-term decisions that benefit clients and communities alike. Connect with us: Meg Carpenter on LinkedIn Larry Miles on LinkedIn David Winslow on LinkedIn Marci Spivey on LinkedIn Marissa Fox-Foley on LinkedIn Want to learn more… Visit ficommpartners.com…

1
Altruist’s Unmatched and Mission Driven Growth 1:01:10

منذ 33 weeks1:01:10

1:01:10

Ever wish you could see the gears turning in a hyper growth business? We’re peeling back the curtain on how Jason Wenk, the visionary behind Altruist and before that FormulaFolios, and his team at Altruist are disrupting wealth management for the better. You'll hear about how Jason's strategic decisions at FormulaFolios set the stage for Altruist's mission, emphasizing digital client acquisition and automation to achieve phenomenal growth. Hear from Altruist Chief Product Officer, Harpreet Ahluwalia, VP of Customer Success, Michelle Shotts, and VP of Marketing, Chris Hiestand, who share the secrets behind the firm’s collaborative and data-centric culture that has captivated the financial advisory community. In this episode you’ll hear about the challenges of building a custodian from the ground up. Jason Wenk takes us through the arduous yet rewarding process of founding Altruist, from securing initial funding to creating a buzz that accumulated more assets in its first three years than any other major U.S. fintech. With insights on team dynamics, risk-taking, and market fit, this episode sheds light on the pivotal moments that have positioned Altruist as an established leader in the industry. Discover how diverse hiring and first-principles problem-solving have enabled Altruist to develop innovative and modern solutions like in-app chat support for financial advisors. Connect with us: Meg Carpenter on Linkedin Jason Wenk on Linkedin Harpreet Ahluwalia on Linkedin Michelle Shotts on Linkedin Chris Hiestand on Linkedin Want to learn more… Visit ficommpartners.com…

1
Transforming Wealth Management: How Facet Skyrocketed from $2 Million to $40 Million in Revenue with Organic Growth 26:07

منذ 35 weeks26:07

26:07

Dive deep into the learnings and strategies behind Facet’s incredible journey from a humble $2 million to now $40 million in revenue—all achieved through pure organic growth. Join our host, Meg Carpenter, CEO and Co-Founder at Ficomm, as she sits down with Facet's CEO and Co-Founder, Anders Jones, and President and COO, Shruti Joshi. Together, we learn about their groundbreaking flat fee model and tech-driven efficiency that are reshaping the wealth management industry. Discover how Facet's shift to a direct-to-consumer model is set to serve 20 million underserved Americans by 2030. Shruti will walk us through their strategic marketing and sales evolution, sharing how refining their client profile has boosted satisfaction and retention. Anders will offer insights into Facet's innovative service delivery, including flexible meetings and dedicated service teams for the mass affluent market. Learn how Facet is making a big impact on the lives of their clients in an industry ready for change by listening now! Connect with us: Meg Carpenter on Linkedin Anders Jones on Linkedin Shruti Joshi on Linkedin Want to learn more… Visit ficommpartners.com…

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المدونة الصوتية تستحق الاستماع

1
Understanding the Elegant Math Behind Modern Machine Learning 1:14:43

Growth Leaders of Wealth Management « »
Bridging the Savings Gap: Vestwell's Journey to Fintech Unicorn

Bridging the Savings Gap: Vestwell's Journey to Fintech Unicorn

المدونة الصوتية تستحق الاستماع

كل الحلقات

1
Top 5 Growth Insights from Season 1 32:45

1
Solve a Hard Problem: Apex’s Mission to Simplify Investing 55:21

1
Horizontal Expansion and Vertical Integration: LPL’s Journey to $1.6 Trillion in Assets 1:06:58

1
Pathstone’s Mission to Become the Nation’s Largest Fiduciary for the Ultra Wealthy 1:12:45

1
How SignatureFD’s ‘Three-Legged Stool’ Approach to Growth has Fueled Massive Success 1:02:05

1
From Startup IMO to $30 Billion RIA: The Journey of Advisors Excel and AE Wealth 54:02

1
How a Marketing-First Mindset Shaped the Growth Journey of Allworth Financial, a $23 Billion RIA 51:50

1
Making the Biggest Pie: Inside Savant Wealth Management’s Mission to 10x Business by 2028 1:16:37

1
Bridging the Savings Gap: Vestwell's Journey to Fintech Unicorn 53:51

1
Unlocking Growth: Lessons on Merging Organic and Inorganic Strategies from a $12 Billion Hybrid RIA 52:32

1
Integrating Wealth Management and Accounting: Choreo’s Strategic Vision 50:16

1
Altruist’s Unmatched and Mission Driven Growth 1:01:10

1
Transforming Wealth Management: How Facet Skyrocketed from $2 Million to $40 Million in Revenue with Organic Growth 26:07

مرحبًا بك في مشغل أف ام!

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Growth Leaders of Wealth Management « » Bridging the Savings Gap: Vestwell's Journey to Fintech Unicorn

Bridging the Savings Gap: Vestwell's Journey to Fintech Unicorn

المدونة الصوتية تستحق الاستماع

مرحبًا بك في مشغل أف ام!

Goo Gone Original Liquid - 8 Ounce - Surface Safe Adhesive Remover Safely Removes Stickers Labels Decals Residue Tape Chewing Gum Grease Tar Crayon Glue

Bostitch Office Personal Electric Pencil Sharpener, Powerful Stall-Free Motor, High Capacity Shavings Tray, Blue

iBayam 2 Pack Tape Measure Measuring Tape for Body Fabric Sewing Tailor Cloth Knitting Vinyl Home Craft Measurements, 60-Inch Soft Fashion Pink & Retractable Black Double Scales Rulers for Body Weight

SHAPERMINT Shapewear for women - High-Waisted Shapewear Tummy Control Shorts, Faja body shaper, underwear for women

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Growth Leaders of Wealth Management « »
Bridging the Savings Gap: Vestwell's Journey to Fintech Unicorn