How to Build, Sell & Scale a World-Class RIA Joe Duran on Reinventing Success | Rise Growth Partners
Автор: Diamond Consultants - Financial Advisor Recruiters
Загружено: 2025-10-23
Просмотров: 264
He’s built and sold two of the most successful wealth management firms—and now he’s helping advisors do the same.
In this episode of Mindy Diamond on Independence, Joe Duran, Managing Partner of Rise Growth Partners and founder of United Capital, joins Louis Diamond to share how top financial advisors can grow, scale, and reinvent their businesses for long-term success.
🔹 What You’ll Learn:
How Joe built and sold United Capital to Goldman Sachs
Why curiosity, humility, and reinvention fuel lasting growth
The vision behind Rise Growth Partners and its impact on advisor success
How to avoid the “mega-RIA trap” and create real enterprise value
Lessons every advisor can apply when building or selling a firm
💡 Whether you’re an independent financial advisor or exploring independence, Joe’s insights offer a blueprint for building a business—and a life—that keeps rising.
👉 Subscribe for more conversations with top leaders in wealth management and financial advisor growth.
#JoeDuran #LouisDiamond #RiseGrowthPartners #FinancialAdvisor #WealthManagement #RIAPodcast #IndependentAdvisors #AdvisorGrowth #BusinessLeadership #MindyDiamondOnIndependence
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