Shows
The Modcast008: The Elements of a DealIn episode eight of The Modcast, hosted by Gary Roth and Jason Gordo, they discuss the elements of a deal. Episode Highlights: Understanding the Letter of Intent and its role in deal-making. The significance of due diligence as an element of the deal and what it entails. How private equity is influencing the RIA & A space. The transition and integration process for new partners. The importance of cultural fit and team dynamics in successful mergers. Episode 006: https://youtu.be/2uK-wZgYLh0 Connect: https://modcast.show 2025-07-2932 minThe Modcast007: 10 Reasons We Said NO to a Deal (A Buyer's Perspective)In episode seven of The Modcast, hosted by Gary Roth and Jason Gordo, they discuss 10 reason they said no to a deal, a buyer's perspective. Episode Highlights: Client Demographics: Recognizing the impact of client concentration risk. Systems and Tech Stack: How technology influences business value and sustainability. Team Strength: The significance of having a strong, cohesive team. Transferability: Ensuring business processes are easily transferable. Sustainability: Evaluating the long-term viability of business practices. Ego in Business: Understanding how ego can affect decision-making. And more Episode 001: https://youtu.be/yJuil2Iu2FU Episode 002: https://youtu.be/k...2025-07-1539 minThe Modcast006: 10 Reasons We Said YES to a Deal (A Buyer's Perspective)In episode six of The Modcast, hosted by Gary Roth and Jason Gordo, they discuss 10 reason they said yes to a deal, a buyer's perspective. Episode Highlights: Cultural Fit: The importance of aligning values and the "dinner test" for assessing compatibility. Business Model Alignment: Ensuring the business model fits with financial planning, tax engagement, and investment management. Control Sharing: The necessity of a shared control experience between buyers and sellers. Brand and Platform Adoption: The significance of adopting a unified brand and integrating into the existing platform. Equitizing the Next Generation: The need to incentivize and involve the nex...2025-07-0135 minThe Modcast005: The Surge of M&A Activity in Wealth ManagementIn episode five of The Modcast, hosted by Gary Roth and Jason Gordo, they discuss the acceleration of M&A activity in wealth management. Episode Highlights: The RIA space has seen significant growth in M&A activity over the past decade In 2014, there were only 41 known transactions in the RIA space, which has increased to 272 in 2024 The first quarter of 2025 set a record with 75 transactions, indicating a strong market New firms are being established at a higher rate than those exiting the market The average age of financial advisors is in the late 50s, prompting many...2025-06-1745 minThe Modcast004: M&A: The Hottest Topic in the RIA SpaceGary and Gordo discuss how M&A (mergers and acquisitions) in the RIA world have accelerated over the last 20 years. Episode Highlights: A breakdown of how the RIA space has evolved over the past 25 years. Why the future of the RIA space includes more M&A activity and innovation. Understanding how the shift from commissions to fees has transformed financial planning. Catch up with us and connect with Casey Harrison at https://modcast.show 2025-06-0320 minThe Modcast003: 3 Key Reasons to Pay Attention to Organic GrowthIn episode three of The Modcast, hosted by Gary Roth and Jason Gordo, they continue digging into Gary's article series in CityWire on why organic growth matters so much in the RIA space. Read Gary's article here: https://citywire.com/ria/news/opinion-slow-organic-growth-should-worry-you-even-if-all-s-rosy-now/a2447044 Catch up with us and connect with Casey Harrison at https://modcast.show 2025-05-2026 minThe Modcast002: The Dirty Little Secret About RIA Organic GrowthIn episode two of The Modcast, hosted by Gary Roth and Jason Gordo, the duo discusses Gary's first in a series of CityWire articles surrounding organic growth in the RIA industry. Read Gary's article here: https://citywire.com/ria/news/opinion-the-dirty-little-secret-about-ria-organic-growth/a2443471 Catch up with us and connect with Casey Harrison at Modcast.show2025-05-0635 minThe Modcast001: Building Something ModernWelcome to The Modcast, hosted by Gary Roth and Jason Gordo, and presented by Modern Wealth Management. In our inaugural episode, "Building Something Modern," we delve into the fascinating journey of Modern Wealth Management, exploring its origins, evolution, and the vision driving its future. Catch up with us and connect with Casey Harrison at Modcast.show Additional Resources: https://www.capitalgroup.com/ria/insights/news/article/citywire-opinion-the-dirty-little-secret-about-ria-organic-growth-a2443471?category=Profiles 2025-04-2235 minThe ModcastIntroducing The Modcast with Jason Gordo and Gary RothThe Modcast is here with Modern Wealth Management co-founders, Gary Roth and Jason Gordo. Gary and Gordo talk about building and growing an RIA. Specifically, what are the challenges you might face? How do you grow and inorganic strategy? What is inorganic? What's organic growth? How is it calculated? What does it mean? Why should you be concerned? So we're going to talk about all of those things. They'll discuss technology, the platform, culture, and building a great company. First episode coming soon! Like, share, subscribe! 2025-04-1601 min