Powering Independence Podcast

Inside the Deal Part 2: Execution

Zero in on RIA deal execution behind closed doors and learn best practices for RIAs contemplating a sale. Harris Baltch, Dynasty's Head of M&A and Capital Strategies, is joined by Liz Nesvold, Managing Director and Head of Raymond James' Asset and Wealth Management Investment Banking Unit, to discuss how to execute RIA M&A successfully. Join two of the most accomplished RIA dealmakers in the space as they delve into a review of the evolving M&A landscape, how execution has changed throughout the pandemic, structural considerations, valuation best practices and much more.

Episode 32: The Future of Wealth Management

Guest Speaker: Anand Sekhar, Vice President, Practice Management & Consulting at Fidelity

There are many forces driving innovation in wealth management and lots of questions around the future of wealth management. Anand shares his point of view based on his extensive work with some of the top RIA(s) across the country. Listeners should expect to gain some great perspective and best practices coming out of this podcast.

Episode 31: How Great Leaders Combine Data and Instinct to Produce Results

Guest Speakers: Steve Tenney, Founding Partner & Chief Executive Officer at Great Diamond Partners. Nikolee Turner, Managing Director, Business Consultant, Advisor Services at Charles Schwab.

Data is an important theme in all types of businesses, especially wealth management. In this episode, we explore the intersection between data and instinct. How wealth management entrepreneurs use benchmarks and quantitative information to track activity and drive results. Steve and Nikolee illustrate these themes through personal and professional stories.

Episode 30: Getting the Inside Scoop on the Independent Space: A Conversation with Ben Harrison

In this episode, Austin speaks to Ben Harrison, Co-Head of Wealth Solutions at BNY Mellon | Pershing. Their discussion covers Ben’s professional journey and some of the lessons he has learned along the way, as well as, his insights into the future of the independent space. Austin and Ben also cover the importance of financial literacy and the wealth management industry’s responsibility to help people understand their wealth and finances.

Episode 29: How to Find and Keep the Best Talent within Your Organization

With more than 30 years of experience in Financial Services, Mason Salit, Chief Talent Officer at Dynasty Financial Partners, has a very unique vantage point on identifying and growing human capital. Mason brings passion and joy to his day-to-day duties and discusses the importance of a strong culture of mentorship in this podcast. Having known each other for more than 16 years, Austin and Mason share lots of stories and laughs—definitely worth a listen.