Rise and Reinvent: Joe Duran on Building and Rebuilding World-Class Firms – Best of Replay скачать в хорошем качестве

Rise and Reinvent: Joe Duran on Building and Rebuilding World-Class Firms – Best of Replay

With Joe Duran – Managing Partner, Rise Growth Partners Overview What does it take to build something enduring—more than once? In this special replay, Joe Duran reflects on the mindset behind reinvention, the lessons from selling United Capital to Goldman, and why the most successful leaders never stop questioning their assumptions. Watch… Listen in… ＞ Download a transcript of this episode… (https://hubs.ly/Q03PPyKx0) NOTE: The views and opinions expressed by the guests on this podcast are their own and do not necessarily reflect the views and opinions of Diamond Consultants. Neither Diamond Consultants nor the guests on this podcast are compensated in any way for their participation. About this episode… Joe Duran’s career has always been about reaching new heights—and then helping others climb on their own. A proverbial mountain climber himself, Joe built and sold two of the most successful firms in the RIA space: Centurion Capital and United Capital. Today, Joe sees himself as a sherpa—guiding the next generation of entrepreneurs through his latest venture, Rise Growth Partners. His story is one of constant reinvention, relentless curiosity, and the humility to keep asking one simple question: “What if I’m wrong?” Joe first joined us on the show back in 2020 (https://www.diamond-consultants.com/j...) , shortly after the sale of United Capital to Goldman Sachs. Now, with the benefit of both hindsight and foresight, Joe revisits that experience and explores the mindset behind building truly world-class firms, including: • The Goldman experience—and what he learned from the sale of United Capital. • The development of Rise—and how he sees it helping to shift the narrative in the industry. • Learning from your clients instead of your competitors—and why that’s the real key to building a world-class firm. • Finding an investor that can “really help you—and why you need to look beyond “financiers.” • Adding services without adding staff—and when you shouldn’t look in-house for solutions. • Challenging your assumptions—and how to stay relevant in an industry that never stops changing. • And why being great doesn’t necessarily mean being the biggest. Joe also reflects on how the industry can avoid the risk of mega-RIAs repeating the mistakes of the wirehouses. It’s a candid and thought-provoking conversation about reinvention, leadership, value creation, and what it means to evolve from mountain climber to sherpa from one of the industry’s trailblazers. Want to learn more about where, why, and how advisors like you are moving? Click to contact (https://www.diamond-consultants.com/c...)  us or call 908-879-1002. Related Resources Why Settle for “Good Enough” When Great is Possible? (https://www.diamond-consultants.com/w...) In a vastly expanded industry landscape with more high-quality options than ever before, some advisors settle for “good enough” when the potential for “great” is often within reach. What’s holding them back? Limitless Growth: Building the Business You Want and the Life to Match (https://www.diamond-consultants.com/l...) Stephanie Bogan, founder of Limitless Advisor, offers a glimpse into the advice and perspective she shares with advisors and business leaders in the wealth management world, focusing on mindset and methods, and their relationship to achieving one’s best business life. Wealth Management Landscape at a Glance (https://www.diamond-consultants.com/t...) The wealth management industry offers more options than ever, making it challenging to identify and compare the various models. We created this “at a glance” continuum infographic—to help you navigate the different models and understand how their features stack up. Joe Duran Managing Partner Joe Duran (  / joe-duran-711167  ) is a serial entrepreneur and an industry visionary in wealth management and wealthtech. Early in 2024, Joe and his team launched Rise Growth Partners (https://risegrowth.com/) (‘Rise’), the industry’s first harmonious financial partner. With firsthand experience in building nationally recognized registered investment advisers (RIAs), Rise’s team partners with middle-market RIAs, providing capital and strategic expertise. Previously, Joe was a Partner at Goldman Sachs, serving as Co-Head of the Workplace and Personal Wealth business. He founded and served as CEO of United Capital, one of the nation’s largest independent wealth management firms, which Goldman Sachs ac...