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Mark Bruno
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Another Bottle Down
Barolo through the Ages with Roberto Bruno of Fontanafredda
On today's show, Jessica interviews Roberto Bruno, CEO and Commercial Director of Fontanafredda in the commune Serralunga d'Alba in Barolo. Roberto has worked at this historic estate for 34 years and has even lived for a time in the eponymous village. Roberto and Jessica get into the origins of Fontanafredda which is really tied to the origins of Barolo as a whole. In 1858, King Vittorio Emmanuele II purchases a renowned hunting lodge and grounds as a gift to his mistress Rosina. Shortly thereafter, the king also purchases vineyards and is the first to use the word Barolo on bott...
2025-07-21
51 min
RIA+
How Artificial Intelligence is Re-Shaping the Business of Wealth Management
Increasingly, RIAs are embracing Artificial Intelligence as more firms look for ways to improve their productivity and efficiency - and particularly as more purpose-built tools enter the RIA marketplace. In this episode of RIA+, Emigrant's Mark Bruno sits down with Parker Ence, CEO of Jump, to discuss how firms have been leveraging the technology company's AI note-taking and virtual assistant capabilities. In addition, they discuss how AI is also being used to improved data collection, client communication - and referrals - and what lies ahead for Jump as it continues to make significant investments in its technology and team.
2025-07-17
42 min
RIA+
Pure Financial Advisors: Aligning an Organic Growth Machine with Strategic M&A
Pure Financial Advisors is widely recognized across the RIA industry as an organic growth machine. But the firm also closed two significant acquisitions in the first several months of 2025, and has now completed six deals in its history. In this episode, CEO Joe Anderson and CFO Jason Carver talked with Emigrant's Mark Bruno about Pure's M&A strategy, what they look for when evaluating alignment and fit - and ultimately, how Pure is taking a unique approach to blending organic and inorganic growth strategies.
2025-06-26
26 min
RIA+
Inside the Mind of the NextGen Advisor: Novare Capital
In this episode of RIA+, Mark Bruno goes “Inside the minds” of four Next Generation advisors who are with Novare Capital, Emigrant’s newest partner firm. With a growing number of RIA founders looking to attract and develop young talent, this discussion features a group of rising stars about what sparked their interest in wealth management. It also focuses on what has motivated each of these advisors to continue to hone their skills and dedicate their careers to financial advice. Novare's "Core Four" of Alex Dann, Callie Huggins, John Menser and John Ryan discuss their journeys...
2025-04-29
50 min
RIA+
The Future of Financial Advice? How Fruitful is Reshaping the Role of Advisors
In this episode of RIA+, Emigrant's Mark Bruno sits with Sam Lewis, the founder and CEO of Fruitful, a financial wellness solution that provides its clients, or its "members", with high-touch advice that is delivered in a largely digital experience. Fruitful's "guides" are already providing advice to thousands of NextGen investors, despite the company being a relatively new entrant to the marke. Lewis shares his perspective on how the needs and demands of younger investors are evolving, and how Fruitful is using digital platforms to provide more direct access to its team of CFPs, personalized investment portfolios and customized...
2025-03-19
39 min
RIA+
From Good to Great - Then from Great to Elite: Inside the Stratos Growth Story with Jeff Concepcion
In this episode of RIA+, Jeff Concepcion – founder and CEO of Stratos Wealth – one of the fastest-growing, sits down with Emigrant's Mark Bruno to discuss the strategies and tactics that have fueled of one of the largest and most successful firms in wealth management. With more than $37 billion in assets across its platform, over 350 advisors and a diverse mix of businesses that are purpose-built for growth-oriented advisors and firms, Stratos has become one of the most influential firms in wealth management. Wit some major strategic investments in technology, practice management and marketing capabilities, Jeff describes how he and his lead...
2025-01-08
27 min
Peak Performance Perspectives with Mark Talukdar
#130 - Compassion as a Competitive Edge: How to Foster Strong Stakeholder Relationships with Bruno Cignacco
In this compelling episode of "Peak Performance Perspective", host Mark Talukdar sits down with the renowned international business consultant, speaker, and author Bruno Cignacco. Known for his groundbreaking book, The Art of Compassionate Business, Bruno unpacks the profound impact of human-centric business practices on achieving peak performance in organizations. Discover how businesses can transform fear-driven workplaces into thriving hubs of creativity, innovation, and resilience by fostering compassion, kindness, and collaboration. Bruno shares actionable strategies for building psychologically safe environments where employees and stakeholders can flourish, boosting satisfaction, retention, and productivity. Drawing on...
2025-01-07
42 min
Virtual Verity
El Salvador’s Chivo Wallet Hack[s] Pt. 4: Enter The Hacktivists
Linktree In this mini-series, we will explore the implications of the Chivo Wallet hack, the vulnerabilities it exposed, and what it might say about the autocratic trajectory of the Bukele administration and perhaps a trend in so-called “Global South”. In this final episode, Mark goes over the impact that the threat actor, CiberinteligenciaSV, still continues […]
2024-12-21
00 min
Virtual Verity
El Salvador’s Chivo Wallet Hack[s] Pt. 4: Enter The Hacktivists
Linktree In this mini-series, we will explore the implications of the Chivo Wallet hack, the vulnerabilities it exposed, and what it might say about the autocratic trajectory of the Bukele administration and perhaps a trend in so-called “Global South”. In this final episode, Mark goes over the impact that the threat actor, CiberinteligenciaSV, still continues […]
2024-12-21
00 min
Virtual Verity
El Salvador’s Chivo Wallet Hack[s] Pt. 4: Enter The Hacktivists
Linktree In this mini-series, we will explore the implications of the Chivo Wallet hack, the vulnerabilities it exposed, and what it might say about the autocratic trajectory of the Bukele administration and perhaps a trend in so-called “Global South”. In this final episode, Mark goes over the impact that the threat actor, CiberinteligenciaSV, still continues […]
2024-12-21
00 min
RIA+
Gibson Capital: An 'Uncommonly Attentive Advice' Strategy
This episode of RIA+ features two key leaders at Gibson Capital – which recently celebrated its 35th anniversary and now manages roughly $2.5B for 200 families across the country. While a number of strategic decisions have contributed to Gibson’s prolonged success, the notion of providing “uncommonly attentive advice” has always stayed at the core for Gibson, one of the most focused and intentional RIAs you will come across in this industry. Christine DeMao, Gibson’s COO, and Chris Sidoni, Gibson’s Chief Investment Officer, joined Emigrant's Mark Bruno to talk about their unique approach to building one of the industry’s premier firm...
2024-12-10
37 min
RIA+
FL Putnam's Tom Manning: An Inside Look at One of the Nation's Fastest-Growing RIAs
FL Putnam is one of the fastest-growing RIAs in the nation, and crossed $10B in assets earlier this year after successfully acquiring and integrating a number of businesses and teams over the last 24 months. The firm has evolved into a true wealth platform with a diverse mix of services – one that has the firm positioned for continued strategic growth in 2025 and beyond. Tom Manning sits down with Emigrant's Mark Bruno in this first episode of season 2 of RIA+ to offer an inside look at the drivers of FL Putnam's success.
2024-11-18
28 min
Virtual Verity
El Salvador’s Chivo Wallet Hack[s] Pt. 3: Building A Dystopia?
Linktree In this mini-series, we will explore the implications of the Chivo Wallet hack, the vulnerabilities it exposed, and what it might say about the autocratic trajectory of the Bukele administration and perhaps a trend in so-called “Global South”. In this episode, Alessia and Mark discuss the ways in which El Salvador’s government has begun […]
2024-11-15
00 min
Virtual Verity
El Salvador’s Chivo Wallet Hack[s] Pt. 3: Building A Dystopia?
Linktree In this mini-series, we will explore the implications of the Chivo Wallet hack, the vulnerabilities it exposed, and what it might say about the autocratic trajectory of the Bukele administration and perhaps a trend in so-called “Global South”. In this episode, Alessia and Mark discuss the ways in which El Salvador’s government has begun […]
2024-11-15
00 min
Virtual Verity
El Salvador’s Chivo Wallet Hack[s] Pt. 3: Building A Dystopia?
Linktree In this mini-series, we will explore the implications of the Chivo Wallet hack, the vulnerabilities it exposed, and what it might say about the autocratic trajectory of the Bukele administration and perhaps a trend in so-called “Global South”. In this episode, Alessia and Mark discuss the ways in which El Salvador’s government has begun […]
2024-11-15
00 min
LARVOL Onco Data Podcast
LARVOL Onco Data Podcast with Dr. Mark Gramling and Bruno Larvol | Post ASTRO | E.33
In this episode of the LARVOL Onco Data Podcast, Bruno Larvol and Dr. Mark Gramling dive into key findings from ASTRO 2024. They explore some of the top insights presented at the conference, analyzing their impact and the reaction across social media and within the oncology community. Listeners will also learn how LARVOL CLIN offers insights through data analytics and social media response tracking for conferences like ASTRO. If you're involved in oncology research or pharma, this episode is packed with ways to make the most of conference data and highlights how you can explore these tools for your next...
2024-11-04
13 min
Grow Organically
EP 8 – Tech, Talent, and Experimenting with Mark Bruno
Are you ready to learn about some of the highest-performing financial advisory firms? Discover innovative organic growth strategies from industry leader Mark Bruno, exploring crucial topics from growth-oriented compensation to data-driven decision-making. In this episode of Grow Organically, Dan Gilmartin hosts Mark Bruno, Managing Director and Head of Strategic Advisory for Emigrant Partners, to dive deep into the intertwined nature of organic growth and strategic compensation within financial advisory firms. Learn how closely integrated tech and talent can boost growth, the importance of an experimental mindset, and why advisor-level marketing strategies may trump traditional firm branding. You...
2024-10-09
33 min
LARVOL Onco Data Podcast
LARVOL Onco Data Podcast with Mark Gramling and Shaheer Shaikh | E.26
LARVOL ONCO DATA Podcast: Exploring LARVOL Clin with Mark Gramling Join us as Shaheer Shaikh hosts Mark Gramling in a discussion on the latest developments with LARVOL Clin. In this episode, Mark introduces LARVOL Clin, shares exciting upcoming coverage, and highlights the newest updates that are enhancing the platform’s impact on oncology research and clinical decision-making. 🔍 Key Discussion Points: An overview of LARVOL Clin and its role in advancing oncology research. Upcoming coverage and events to keep an eye on for the latest in oncology insights. New updates and features that are making LARVOL Clin even more valuable for u...
2024-10-07
16 min
LARVOL Onco Data Podcast
LARVOL Onco Data Podcast | ASCO | Bruno Larvol | Mark Gramling | E.18
LARVOL ONCO DATA Podcast: Post-ASCO Insights with Mark Gramling and Bruno Larvol Join hosts Mark Gramling and Bruno Larvol for an episode of the LARVOL Onco Data Podcast as we go through the latest insights and discoveries from the recent ASCO conference. 🔍 Exploring ASCO Highlights: Highlighting key takeaways from ASCO as we analyze the most significant advancements, trials, and presentations in oncology. 💡 Analysis: Gain insights as we discuss the latest research findings. 📊 Data-driven Discussions: Join us for a data-driven discussion for navigating the landscape of oncology research and development. Don’t miss the latest post-ASCO insights. Tune in to the LARVOL...
2024-10-07
17 min
LARVOL Onco Data Podcast
LARVOL Onco Data Podcast with Mark Gramling | E.27
LARVOL ONCO DATA Podcast: AI and Outcomes Predictions with Mark Gramling In this solo episode, Mark Gramling dives into the role of AI in predicting outcomes within oncology. Mark discusses how AI technologies are being leveraged to forecast clinical outcomes and improve patient care. Additionally, he highlights upcoming events where these advancements will be showcased. 🔍 What to Expect: • Insights into the latest AI advancements and their practical applications in clinical practice • An overview of upcoming events where these AI-driven innovations will be featured Join us to explore what to look forward to in the upcoming events.
2024-10-07
15 min
LARVOL Onco Data Podcast
LARVOL Onco Data Podcast with Dr. Wafik S. El-Deiry and Dr. Mark Gramling | E.28
Join Dr. Wafik S. El-Deiry, and Dr. Mark Gramling as they discuss the potential of immune response in future cancer treatments and the challenge of managing rapidly evolving oncology data. They explore how clinicians navigate new genetic insights and the continuous progress in cancer research. 🔍 Highlights: • Future potential of immune-based cancer cures • Navigating the ever-growing landscape of oncology data Listen in for insights on the evolving challenges and opportunities in oncology. #Oncology #CancerResearch #LARVOL
2024-10-07
17 min
O Ultra Lado com Roger Darrigrand
Bruno Monteiro e o Desafio de 160km: Rota das Capitais
Neste episódio, entrevistamos Bruno Monteiro, um corredor de trilhas em Belo Horizonte, Minas Gerais, que transformou sua paixão pela corrida em um desafio épico. Bruno começou a correr com o grupo Calma Clima há alguns anos, mas logo descobriu o mundo das corridas de trilha. Este ano, ele criou o FKT Rota das Capitais, um percurso de 160km que conecta Belo Horizonte, Ouro Preto e Mariana. Mais do que apenas concluir esse desafio impressionante, Bruno documentou toda a jornada ao lado do cineasta Fernando Biagioni para o filme Rotas das Capitais, que será lançado no O Ultra...
2024-10-03
40 min
Nothing But The Truth
Dr. Mark DeNunzio on Serving as a Captain in the Navy and Stories about OSDIA
🇺🇸 A Show with Dr. Mark DeNunzio on Serving as A Captain in the Navy and Stories about the Order Sons and Daughters of Italy in America (osdia) 😁 We're thrilled to have Dr. Mark DeNunzio on the podcast! From his time as a Navy Captain to his successful career in endodontics, Dr. DeNunzio has an amazing story to share. We dive deep into his military experiences, his passion for the Italian-American community, and his life after retirement. Tune in for an inspiring conversation! 📢 Don't miss out! Stories of hope and persistence on Nothing But The Truth! With your Ho...
2024-08-21
26 min
RIA+
An Inside Look at Pure Financial - An RIA Organic Growth Machine
In this episode of RIA+, Emigrant's Mark Bruno goes "under the hood" of Pure Financial - one of the most sophisticated and strategic RIAs in the industry. Mark talks with Joe Anderson, President and CEO of Pure, and Jason Carver, Managing Partner and CFO. They dive deep into the growth story of Pure, which now has over $6 billion in assets and is exponentially outpacing the growth rates of its peers. They explore Pure's market focus and business model, its innovative content strategy - and how Pure is making investments in marketing and business development that will drive growth for...
2024-08-07
49 min
RIA+
The Truth About RIA Organic Growth: Schwab's Lisa Salvi
The top-performing firms in the RIA industry have experienced organic growth rates that are more than double the typical firm - and Charles' Schwab's new RIA benchmarking study provides a close-up of the strategies and tactics driving their growth. In this episode of RIA+, Emigrant's Mark Bruno interviews Schwab's Lisa Salvi, Managing Director, Advisor Services, about the key findings from the 2024 Schwab benchmarking study, which highlights the remarkable growth in the RIA channel. They go deep into the data to reveal the secrets of the top-performers and discuss practical approaches to referrals, talent and client communication strategies that can...
2024-07-18
35 min
RIA+
The State of RIA M&A: Beyond the Numbers with Fidelity's Laura Delaney
In this episode of RIA+, Mark Bruno talks with Fidelity's Laura Delaney - one of the leading RIA M&A researchers - about dealmaking activity in the first half of 2024. While overall volume and valuations remain strong, this interview goes beyond the numbers and focuses on the drivers of successful M&A activity and uncovers what the RIA industry has collectively learned over the last five years - a period of record-breaking and transformational M&A.
2024-07-01
39 min
RIA+
Verdence's Leo Kelly: Building an RIA with the 'client as the architect'
While it's been years since Leo Kelly, CEO and founder of Verdence Capital Advisors, left the wirehouse world for the independent channel, a simple governing principle continues to anchor his vision for leading one of the industry's top RIAs: Build you firm like your client is the architect. Verdence, one of the nations' fastest-growing RIAs, continues to invest in both talent and technology to build out and enhance its unique business model - while also making sure they deliver a highly personalized and consistent experience for all of its clients. In this episode of RIA+, Leo shares h...
2024-06-19
42 min
LARVOL Onco Data Podcast
LARVOL Onco Data Podcast | Pre-ASCO | Mark Gramling & Judith Perez | E.14
🎙️ LARVOL ONCO DATA Podcast: Pre-ASCO Insights with Mark Gramling and Judith Pérez Join us for an episode of LARVOL ONCO DATA Podcast as we delve into pre-American Society of Clinical Oncology (ASCO) insights. Our hosts, Mark Gramling and Judith Perez, share their perspectives on the upcoming ASCO conference. 🌐 Previewing ASCO: Get a sneak peek into the advancements, trends, and hot topics in oncology as we prepare for the upcoming ASCO conference, one of the largest gatherings of oncology professionals worldwide. 🔍 Preparation Strategies: Discover how LARVOL is gearing up for ASCO, and learn about strategies and tools to maximize the conferen...
2024-06-05
17 min
LARVOL Onco Data Podcast
LARVOL Onco Data Podcast | Mark G | E.7
Join hosts Mark Gramling and Bruno Larvol as they navigate through the complexities of hazard ratio, a cornerstone statistic in oncology studies. Hazard ratio serves as a powerful tool for assessing the relative risk of an event occurring between two groups, such as patients receiving different treatments or exposed to varying risk factors.In this enlightening discussion, we explore how hazard ratio influences decision-making in cancer research and treatment. From its interpretation in survival analysis to its implications for treatment efficacy and patient outcomes, we'll uncover the profound impact of hazard ratio on shaping the landscape of...
2024-06-04
14 min
LARVOL Onco Data Podcast
LARVOL Onco Data Podcast | ASCO GU | Judith P & Mark G | E.6
🎙️ LARVOL ONCO DATA Podcast: Insights from ASCO GU with LARVOL CLIN Join us for an episode of LARVOL ONCO DATA Podcast as we delve into insights from the American Society of Clinical Oncology Genitourinary Cancers Symposium (ASCO GU), with a spotlight on LARVOL CLIN. Our hosts, Mark Gramling and Bruno Larvol, along with guest Judith Pérez, Director of Data Science, share valuable takeaways. Recapping ASCO GU: Explore the highlights and key learnings from ASCO GU, a significant event in the field of genitourinary oncology. LARVOL CLIN's Role: Learn about the impact of LARVOL CLIN at ASCO GU and its ro...
2024-05-31
13 min
LARVOL Onco Data Podcast
LARVOL Onco Data Podcast | ASCO GI | Judith P & Mark G | E.5
Join us for another episode of LARVOL ONCO DATA Podcast as we reflect on the American Society of Clinical Oncology Gastrointestinal Cancers Symposium (ASCO GI) with a focus on LARVOL CLIN. Our hosts, Mark Gramling and Bruno Larvol, along with Judith Pérez, Associate Director of Data Science, share insights. 🌐 Recapping ASCO GI: Dive into the highlights and explore key takeaways. 💡 LARVOL CLIN Impact: Actionable insights for the oncology community. 🔍 Gain insights into how LARVOL is applying the lessons learned from ASCO GI & bringing real-world value to oncology professionals. Join us for an episode that showcases the practical implications of LARVOL...
2024-05-31
15 min
LARVOL Onco Data Podcast
LARVOL Onco Data Podcast | PRE-JPM | Mark G | E.3
Join us for another episode of LARVOL ONCO DATA Podcast with your hosts Mark Gramling and Bruno Larvol. In this session, we are discussing the intricacies of leveraging Generative AI and Large Language Models (LLM) within the realm of our extensive cancer dataset. 🌐 Unlocking Insights: Learn more about LARVOL CLIN as Mark Gramling and Bruno Larvol share their experiences in utilizing Generative AI and LLM. Explore the techniques applied to unlock insights from our vast oncology dataset. Our goal today is transparency. We'll discuss our successes and failures in applying LLM to oncology data, providing a glimpse into the lan...
2024-05-31
19 min
LARVOL Onco Data Podcast
LARVOL Onco Data Podcast | ASCO GI Prep | Judith Perez & Mark G | E.4
🎙️ LARVOL ONCO DATA Podcast: ASCO GI Prep with LARVOL CLIN Join us for an episode of LARVOL ONCO DATA Podcast as we gear up for the American Society of Clinical Oncology Gastrointestinal Cancers Symposium (ASCO GI). Our hosts, Mark Gramling and Bruno Larvol, along with Judith Pérez, Director of Data Science, share insights on how LARVOL CLIN is making a difference. 🌐 Getting Ready for ASCO GI: Explore the world of oncology as we get ready for the ASCO GI Symposium. Discover the latest trends and insights that will be important at this event. 📊 Data Science in Action: Judith Pérez, a dat...
2024-05-31
15 min
RIA+
Wealth Management 3.0: Max Lane on the Future of Talent, Transition & Technology
Several "megatrends" are rapidly re-shaping the dynamics of the wealth management industry -- seemingly in real-time. A massive intergenerational transfer of wealth, the emergence of new technologies, and the need to provide clients of all ages with comprehensive planning and investment services has created a new era for financial advice. Or, "Wealth Management 3.0" as Flourish CEO Max Lane describes it in this in-depth interview with Emigrant Partners' Managing Director Mark Bruno. Max and Mark discuss how these megatrends are unfolding, and how advisors can capitalize on a number of new growth opportunities.
2024-05-07
41 min
PRess Play: The StreetCred Podcast
From Journalist to Finance Innovator: The Remarkable Journey of Mark Bruno (Ep. 13)
In this episode of PRess Play, Elena Krasnow and Jimmy Moock sit down with industry luminary, Mark Bruno of Emigrant Partners. Mark shares the story of his journey from an aspiring journalist to a pivotal figure at Emigrant Partners, highlighting the milestones and hurdles of fostering growth and innovation in financial services along the way. … Read More Read More
2024-04-26
49 min
PRess Play: The StreetCred Podcast
From Journalist to Finance Innovator: The Remarkable Journey of Mark Bruno (Ep. 13)
In this episode of PRess Play, Elena Krasnow and Jimmy Moock sit down with industry luminary, Mark Bruno of Emigrant Partners. Mark shares the story of his journey from an aspiring journalist to a pivotal figure at Emigrant Partners, highlighting the milestones and hurdles of fostering growth and innovation in financial services along the way. This episode is packed with insights for those eager to understand the complex world of financial media, spotlighting Mark’s extensive experience in navigating narratives within the finance sector through a multitude of mediums. Discover the aspirations and driving forces beh...
2024-04-26
49 min
RIA+
Gaining Traction: Mike Paton on Why Scores of RIA Leaders Embrace EOS
As RIAs continue to experience accelerated growth in their businesses, client bases and teams - an Enterprise Operating System has become an important framework for many leaders across the industry. The EOS framework, detailed in Gino Wickman's bestselling book Traction is now being embraced by scores of RIAs - with good reason. In this episode of RIA+, Emigrant's Mark Bruno interviews Mike Paton, who has helped thousands of leaders around the globe run better businesses (and live better professional lives). An EOS Implementer and sought-after speaker, Paton succeeded Gino Wickman, spent five years as EOS Worldwide’s Vi...
2024-04-11
35 min
RIA+
An Inside Look at an RIA Rebrand: Maslow Wealth Advisors' Tylor Bordelon Seaman
This episode of RIA+ features a timely interview with Tylor Bordelon Seaman, the CEO of Maslow Wealth Advisors - the $1.5 billion RIA formerly known as Durbin Bennett until the beginning of March 2024. Tylor sat with Emigrant Partners' Mark Bruno to share the details of the firm's rebranding strategy, along with the vision and objective for Maslow moving forward. As this interview details, a rebrand is more just a change of logos and website address - it's an opportunity to launch the next generation of Maslow, clearly define and articulate its current and future value proposition, and crystalize its identify...
2024-03-20
46 min
RIA+
The Art & Science of Creating an Exceptional RIA: Dakota Wealth Management
Very few RIAs are strategically approaching the development of their team, talent and culture like Dakota Wealth Management - and a quick walk through their offices, which could also double for an art gallery, will give you an immediate sense for the firm's unique personality. That "Dakota energy" might explain why the firm has experienced some of the most exceptional growth in the RIA industry - recently surpassing $5 billion in assets under management in just its fifth year since launch. In this episode of RIA+, Emigrant's Mark Bruno sat down with Dakota's founder and CEO, Peter Raimondi, Ch...
2024-03-05
1h 06
My Family Thinks I'm Crazy
Paul Bruno - Rob B. | Crypto-Collusion, Data-Human Trafficking, and The Future of Money
BONUS CONTENTPatreon: https://www.patreon.com/MFTIC?fan_landing=trueRokfin: https://www.rokfin.com/myfamilythinksimcrazySubstack: https://myfamilythinksimcrazy.substack.com/Ko-fi: https://ko-fi.com/myfamilythinksimcrazyMerch: https://mftic-podcast.creator-spring.comRed-Circle Direct: https://app.redcircle.com/shows/b6bbfc07-82fc-4cd1-b73c-0fdc550bfedc/donationsHelp fund the show, I cannot do this without your support.Venmo: @MysticMarkPaypal: @mysticmarkBTC: 3MQBrF1sGKm17icjQZCxuW7Z3R19jLzTZbBuy Me A Coffee: https://www.buymeacoff...
2024-02-18
1h 47
RIA+
The Art of the 'Manage': Mark Tibergien on the Real Keys to Successful RIA M&A
Mergers and acquisitions have dramatically reshaped the RIA landscape over the last several years, with hundreds of deals taking place annually. Now, however, the best leaders in the RIA industry are focused less on just "the art of the deal" - and are placing an even greater emphasis on "the art of the manage", according to industry icon Mark Tibergien. In this episode of RIA+, Emigrant's Mark Bruno sits down with Mr. Tibergien, one of the most thoughtful and influential executives in the RIA community, to discuss the true keys to success in RIA M&A.
2024-02-13
38 min
My Favorite Mistake: Business Lessons from Failures and Success
Building a Prototype the Customer Didn't Believe: Bruno Pešec
My guest for Episode #248 of the My Favorite Mistake podcast is Bruno Pešec, A Croatian living in Norway. Episode page with video, transcript, and more Bruno Pešec helps business leaders innovate profitably. He is the rare innovator who can claim he's worked on a regulation-defying freight train and an award-winning board game. In addition to his corporate experience with brands like DNV, DNB, and Kongsberg Group, Bruno runs a community of entrepreneurs of several thousand members. He is currently undertaking a doctorate in organizational change, with a specific focus on the issues with innova...
2024-02-12
43 min
RIA+
Building a National Brand: Stratos Private Wealth's Jeff Brown
Just several months after a re-launch and re-brand of his San Diego-based wealth management business, Jeff Brown has his sights set on one very specific goal: Building a one-of-a kind national firm that provides financial planning, investment management and life coaching services for high-net-worth and ultra-high-net-worth individuals and families. Jeff sat down with Emigrant Partner's Mark Bruno to share his vision and his plan for continuing to accelerate the growth of his firm, Stratos Private Wealth, which is a division of Stratos Wealth Partners, one of Emigrant's Partner Firms. In this episode, Jeff specifically discusses his approach t...
2023-12-18
39 min
RIA+
Building an RIA Enterprise: Reza Zamani of SteelPeak Wealth
The first-ever episode of RIA+ features Reza Zamani, founder and CEO of SteelPeak Wealth Management, one of the fastest-growing and most strategic RIAs in the industry, and one of Emigrant's 20 Partner Firms. Reza and his team started SteelPeak 11 years ago after leaving the wirehouse world and now operate an enterprise that has roughly $2.7B in assets - with some aggressive growth goals that Reza outlines for the next several years. Mark and Reza caught up to discuss the SteelPeak story, the primary contributions to the firm's organic growth, how they have leveraged custodial referrals - and how SteelPeak is...
2023-11-29
41 min
Megamixxx!!!
22-7-2023 Bruno Vergani Dj @ Dock Lounge Bar, Seregno (Milano)
Trac List: 1. Neja - This Is Your Life (Submantra Late Night Remix) 2. Papik Feat Frankie Lovecchio - Can't Get Enough Of Your Love (Dolls Combers Edit Remix) 3. Giorgio Moroder & Mb Disco - From Here To Eternity (Daryl Remix) 4. Mark Di Meo - A Gentleman's Song Fk (Mark Di Meo Soulful Mix) 5. Clementson - In The Name Of Jazz (Mark Di Meo Remix) 6. Papik, Stefy Gamboni, Daniele Bengi Benati - Brivido Felino (Mark Di Meo Jazz Mix) 7. Quantic Soul Orchestra - Pushin' On 8. The Bucketheads - The Bomb! (These Sounds Fall Into...
2023-07-25
4h 14
Megamixxx!!!
Bruno Vergani Dj 6-5-2023 Live From Dock Seregno (Milano) ITALY
Live dj set recording From Dock Lounge Bar, Seregno (Milano) Italy Track List: 1. Lax, Pv, Deeplomatik, Masta P - Love & Pride (Deeplomatik feat. Masta P Remix) 2. Snowflake - Free 3. Ari Rhodes, Allis - Mardi Gras 4. Clementson - In The Name Of Jazz (Mark Di Meo Remix) 5. M.Caporale & Pietro Nicosia - Sunset (Original Mix) 6. Rightside, Maria Marcial - TKL (Mark Di Meo Remix) 7. Pino Daniele - Yes I Know My Way 8. Papik Ft. Stefy Gamboni - Brivido Felino (Francesco Cofano Remix) 9. Ely Bruna - American Boy feat Neja Francesco...
2023-05-07
4h 46
Megamixxx!!!
Bruno Vergani Dj 29-4-2023 Live From Dock Seregno (Milano) ITALY
Track List: 1. Kandisco - Dance Dance Dance (70s Reloaded Mix) 2. Milk & Honey - Ibiza Sunset Love (Sugar Chillhouse Mix) 3. Kandi Ennui - Forever (Chillhouse Groove Hed Mix) 4. Deep Dub Mafia - A Taste of Summer (Ibiza Chillhouse Kandiclub Mix) 5. Girl on Boy - Be My Baby (Deep Rooftop Mix) 6. Stilettos - Never Learn (Ibiza Chillhouse Mix) 7. Talk That Talk - The King of Cold (Miami Beach Chillhouse Mix) 8. Alex Surround - Let It Groove (Titanium Warm Up Mix) 9. Andrea Oliva - My Way 10. Papik, Danny Losito, Jamie Lewis...
2023-05-01
5h 38
Next Podcast: The Wealth Management Firm of the Future
NEXT Podcast: Staffing the Wealth Management Firm of the Future: Dakota’s Carina Diamond
As the wealth management industry continues its rapid growth, the needs and demands of clients are also changing significantly. New roles, skill sets and technologies will re-shape the industry — and the wealth management firms that are at the forefront will be the most successful firms over the next three-to-five years. In this episode of NEXT, Mark Bruno, Managing Director at Informa Wealth Management, and Carina Diamond, Chief Growth Officer at Dakota Wealth Management discuss what industry leaders are focusing on today and where the industry is headed. Mark and Carina discuss: How new and ex...
2023-01-10
26 min
Next Podcast: The Wealth Management Firm of the Future
NEXT Podcast: The Wealth Management Firm of the Future: How To Become the Employer of Choice with Lisa Crafford
As advisory firms continue to grow at a rapid pace, it is more important now than ever to source and retain the best talent. But how can wealth management firms become “the employer of choice” in 2023? In this episode of NEXT, Mark Bruno, Managing Director at Informa Wealth Management, speaks with Lisa Crafford, MBA, Director and Head of Business Consulting at BNY Mellon | Pershing, on best practices to hire young talent as well as training existing employees for future leadership. Mark and Lisa discuss: How to think outside the box to find the right-fit empl...
2022-12-21
25 min
Next Podcast: The Wealth Management Firm of the Future
NEXT Podcast: RFG’s Shannon Spotswood on Why Bear Markets are a Bull Market for Advice
While equity markets have declined significantly in 2022 and inflation has spiked, the need for financial advice has never been greater — and the profession has never been more accessible. In this episode of NEXT, Mark Bruno, Managing Director at Informa Wealth Management, speaks with Shannon Spotswood, President of RFG Advisory, about strategies for growth-oriented advisors to connect with new clients in what could be a once-in-a-lifetime market opportunity. Mark and Shannon discuss: What is fueling demand and need for professional financial advice How advisors can leverage technology to market to a broader base of clients and p...
2022-12-15
25 min
Next Podcast: The Wealth Management Firm of the Future
The Wealth Management Firm of the Future: Digitizing Your Practice From End-to-End
Every part of your client experience and business management can be enhanced and made more efficient through digitization and automation In this episode of NEXT, Mark Bruno, Managing Director at Informa Wealth Management, speaks with Jason Pereira, Senior Partner at Woodgate Financial Inc., about how to implement an end-to-end comprehensive planning process as seen from the perspective of the client, the advisor, and their staff. Specifically, Mark and Jason discuss: Content development strategies for raising awareness of an advisor’s firm and capabilities Technology and distribution tools to help execute and improve ongoing marketing and 1-to-1 outre...
2022-12-06
25 min
Mark and Me Podcast
Kristina Buozyte & Bruno Samper
Vesper.On this episode we are joined by Kristina Buozyte & Bruno Samper. Kristina Buozyte is a Lithuanian film director, screenwriter and producer. In her early films she focused on women, explored their inner world and depicted them using fantasy elements, Bruno Samper is a French writer, director and during this interview we discuss their new film Vesper.Please support the Mark and Me Podcast via Patreon here: https://www.patreon.com/Markandme or you can buy me a coffee here: https://ko-fi.com/markandme or you can even treat yourself to a badge o...
2022-11-03
26 min
Next Podcast: The Wealth Management Firm of the Future
The Wealth Management Firm of the Future: The Psychology of Managing Family Wealth with Richard Joyner
Creating a financial plan based on clients’ goals and objectives is only half the battle. When working with multiple generations from the same family, understanding and navigating their money motivators and their differing psychologies surrounding finances is critical. In this episode of NEXT, Mark Bruno, Managing Director at Informa Wealth Management, speaks with Richard Joyner, President of Tolleson Wealth Management, about working with clients to build a financial plan for the future based on a combination of psychology, one-on-one support and high-touch client service. Mark and Richard discuss: What is true intergenerational wealth planning and...
2022-11-03
23 min
Next Podcast: The Wealth Management Firm of the Future
The Wealth Management Firm of the Future: WealthTech to Watch
Technology has reshaped the wealth management industry and will continue to transform the future of the business. What are some specific developments that could have the most significant impacts on the way wealth managers work in the future? In this episode of NEXT, Mark Bruno, Managing Director at Informa Wealth Management, speaks with Bill Bruckner, Managing Director at BNY Mellon Pershing, to dive into the key findings from a new “NEXT: Wealth Management Firm of the Future” Research report. Mark and Bill discuss: How the rise of mobile has improved advisor-client relationships How artificial intell...
2022-10-13
19 min
brunomaule 3Speak Podcast
Remaking mark suciu’s tricks on fingerboard
https://3speak.tv/watch?v=brunomaule/hyyvkemm Wassup guys! haven't posted here in a while, been busy with college, trynna be a designer now hahaha so i thought it would be fun to redo those mark suciu's tricks with my finger skateboard, mark's one of my favorite skaters, so much style and creativity. Those were not hard tricks to do on a fingerboard, but definitely hard on a skateboard. Ok, the last one took me a little while, but was fun to do. Hope you guys enjoy it!
2022-09-21
00 min
Next Podcast: The Wealth Management Firm of the Future
The Wealth Management Firm of the Future: Martine Lellis on Human Capital and The Client Experience
Over the next several years, the most successful firms in the wealth management industry will be those that have a clear vision for how human capital, technology and client service intersect to drive growth. In this episode of NEXT, Mark Bruno, Managing Director at Informa Wealth Management, speaks with Martine Lellis, Chief Talent and Administrative Officer at Mercer Advisors, about creating a defined client experience, attracting and retaining NextGen talent – and how the role of financial advisor is evolving in line with client need. Mark and Martine discuss: The key elements of a great clie...
2022-08-11
24 min
Next Podcast: The Wealth Management Firm of the Future
The Wealth Management Firm of the Future: Andrew Altfest on AI’s Role in the Future of Financial Advice
Artificial intelligence has become a mainstream tool everywhere, from Siri and Alexa to trend monitoring software for Netflix. How can financial advisors leverage this technology to grow their business? In this episode of NEXT, Mark Bruno, Managing Director at Informa Wealth Management, speaks with Andrew Altfest, President of Altfest and Founder and CEO of FP Alpha, about how technology is reshaping financial advice and the delivery of wealth management services to clients. Specifically, Mark and Andrew discuss: How AI can be used to make complex estate planning and trust issues more efficient Popular digital m...
2022-07-21
34 min
The Battle Plan
The Battle Plan Podcast: Mark Meinke and Operation Tango Romeo
On today’s episode we have Mark Meinke creator of Operation Tango Romeo, the Trauma Recovery Podcast, for Veterans, First Responders, & Their Families. Mark Meinke served with the Canadian Armed Forces as an Infantry soldier with the third and the first Battalion PPCLI from 1991-1995. He was deployed as a United Nations Peacekeeper to Croatia in 1994, where he suffered a Post Traumatic Stress Injury. Since his release in 1995, Mark has volunteered as an Adult Literacy Tutor, a Respite worker for the mentally Disabled, and a Peer Support Facilitator for Veterans and First Responders.
2022-07-12
1h 09
Next Podcast: The Wealth Management Firm of the Future
The Wealth Management Firm of the Future: Lifeworks’ Ron Bullis
The most successful firms in the wealth management industry over the next five years will likely be those firms that have a true command on their technology, a defined and unique client experience — and ultimately can deliver hyper-targeted services to their core markets. Lifeworks — an up-and-coming RIA with a built-in technology team that is directly aligned with its advisors — is clearly charting a path as a firm to watch, now, and over the next several years. In this inaugural episode of the NEXT Podcast, Mark Bruno, Managing Director at Informa Wealth Management, speaks with Ron Bullis...
2022-07-07
32 min
Gluttons For Punishment Toronto Maple Leafs and NHL Podcast
Was Mark Giordano's Move To The Leafs The Best NHL Trade Deadline Deal?
On Episode 56 of the Gluttons For Punishment Podcast, Michael Lepore and Anthony Bruno grade the Toronto Maple Leafs' trade deadline moves, after the team acquired defenceman Mark Giordano and forward Colin Blackwell. They also discuss the Leafs trading Travis Dermott to the Vancouver Canucks, whether Toronto should have acquired a goalie at the deadline, and the Atlantic Division playoff picture. Lepore and Bruno also give their thoughts on the trade deadline moves made by the Florida Panthers, Tampa Bay Lightning, Boston Bruins, Minnesota Wild and Edmonton Oilers. Get 20% off and free shipping with the promo code GFP20...
2022-03-22
1h 06
The Happy WorkLife Podcast
Bruno Giussani
On this week's episode of WorkL's Happiness Podcast we were delighted to speak with Bruno Giussani, Global Curator of TED. Tune in for an insightful look into Bruno's working life that has seen a wide range of roles and experience from setting up tech organisations and a broad range of journalism to joining TED in 2005, transforming the way we hear and learn more about inspirational individuals across the world. *The episode was recorded prior to the war in Ukraine*
2022-03-18
42 min
The Battle Plan
Episode 018 Mark Meinke
On today’s episode we have Mark Meinke creator of Operation Tango Romeo, the Trauma Recovery Podcast, for Veterans, First Responders, & Their Families. Mark Meincke served with the Canadian Armed Forces as an Infantry soldier with the third and the first Battalion PPCLI from 1991-1995. He was deployed as a United Nations Peacekeeper to Croatia in 1994, where he suffered a Post Traumatic Stress Injury.Since his release in 1995, Mark has volunteered as an Adult Literacy Tutor, a Respite worker for the mentally Disabled, and a Peer Support Facilitator for Veterans and First Responders. ...
2022-01-24
1h 55
New York Sport of Mind
S01E08 | Bruno’s on the IR… Still Got the Dub Though
Welcome back to another episode of the New York Sport of Mind Podcast! As mentioned in the title, Bruno is on the IR this week and we hope for a speedy recovery for our guy... little R&R will do ya good kid. On this weeks episode, Austin and Matt dive into the primetime Giants/Chiefs game, and what a doozy of a battle it was. (00:00-15:33) You know, you have a team that holds in their with one of the best teams in the last three seasons, and then you lose it... we're not mad but like all parents...
2021-11-04
1h 00
The Lean Effect
Bruno Pesec: (EP 47) Lean doesn't start with a plan. It starts with what you want to learn & measure.
In this episode, Bruno Pesec, President of Pesec Global and Co-Founder of the Norwegian Lean Startup Circle, discusses how he converts corporate innovation into a viable investment after ten years of practicing lean. He talked about how innovation is about establishing new value flows for both the company and customers. Bruno ‘s favorite book is “Game-Changing Strategies by Constantinos C. Markides “, have you read it? Check out all our guests book top book recommendations here” and let us know your favorite. https://theleaneffectpodcast.com/ https://www.facebook.com/TheLeanEffectPodcast https://www...
2021-09-08
48 min
Behind the Deal With Mark Bruno
Behind the Deal: Larry Roth
Echelon Partner's Mark Bruno goes Behind the Deal with Larry Roth, Managing Partner at RLR Strategic Partners. In this episode, Mark and Larry discuss the rise of Special Purpose Acquisition Companies. In particular, the interview focuses on the Kingswood Acquisition Company - the first ever-SPAC targeting the wealth management industry. As the lead independent director for the Kingswood SPAC, Larry offers an overview of its acquisition strategy and provides perspective on the role of SPACs in a white-hot M&A marketplace.
2021-03-15
33 min
The Data Possible Podcast
What to Expect in 2021 Following a Record Year for RIA M&A With Mark Bruno
In this episode of The Data Possible Podcast, Mark Bruno, managing director at ECHELON Partners, discusses ECHELON’s recently released 2020 RIA M&A Deal Report and key trends and predictions we should know about as we head into 2021. You will learn: Important factors driving M&A deals today What minority buying is and how it is … Continue reading What to Expect in 2021 Following a Record Year for RIA M&A With Mark Bruno →
2021-01-13
24 min
Bruno, o bardo.
"O Estranho Misterioso" de Mark Twain - Parte 6 (final) - Leituras Narradas
Última parte do livro "O Estranho Misterioso" do escritor Mark Twain. --- Support this podcast: https://podcasters.spotify.com/pod/show/bruno_the_bard/support
2020-11-03
38 min
Behind the Deal With Mark Bruno
Behind the Deal: Cambridge's Amy Webber
Episode 8 features a wide-ranging interview with Amy Webber, President and CEO of Cambridge Investment Research. Mark and Amy discuss some of Cambridge's recent acquisitions, the status of its 2020-21 deal pipeline, as well as the strategy behind the independent broker-dealer's increased emphasis on M&A.
2020-10-26
19 min
Bruno, o bardo.
"O Estranho Misterioso" de Mark Twain - Parte 5 - Leituras Narradas
Penúltima parte da leitura narrada do livro "O Estranho Misterioso" do autor Mark Twain. --- Support this podcast: https://podcasters.spotify.com/pod/show/bruno_the_bard/support
2020-10-26
38 min
No Spoiler Reviews
020 Oct 2020 - Bill & Ted Face The Music, Never Rarely Sometimes Always, Luce, The Devil All The Time and Bruno, plus our Lockdown Lowdown feature on the best movies to stream
No Spoiler Reviews’ Mark Esper reviews Keanu Reeves and Alex Winter in Bill & Ted Face The Music, Sidney Flanigan in Never Rarely Sometimes Always, Tim Roth and Naomi Watts in Luce, Tom Holland and Robert Pattinson in The Devil All The Time, Diarmaid Murtagh in Bruno, all together with a short interview with Bruno director Karl Golden and on What's worth streaming in our LOCKDOWN LOWDOWN feature.Ever felt you've already seen the film by just reading a review or...
2020-10-14
32 min
No Spoiler Reviews
021 Oct 2020 - Interview with 'Bruno' Director Karl Golden (inc. How Bruno got made, the future of Indie cinema, revisiting older movies, the influence of John Carpenter, Joel Schumacher, Roger Deakins, Mark Rylance, Colin Farrell + more
Join No Spoiler Reviews’ Mark Esper as he interviews Karl Golden about his new film Bruno.In addition to taking more about: the filming of Bruno and there is a deep dive into reevaluating older movies, the potential future for indie cinema, the influences of John Carpenter, Joel Schumacher and Roger Deakins, and also the acting styles of Mark Rylance, Colin Farrell and much much more.https://nospoilerreviews.com/podcast/For even more online spoiler-free movie reviews and filmmaker interviews also check out the No Spoiler Reviews website.
2020-10-14
1h 22
Sozial-Theatral: Theater trifft Pädagogik
#066 – Interview mit Bruno Zühlke – Dem Mitbegründer des Zentrums für Artistik und Theater Jojo
Mit Clownerie und Zirkus pädagogische Heimarbeit Bruno Zühlke ist Initiator und langjähriger Leiter von Jojo. Ausbildung als Erzieher und Studium der Sozialpädagogik. Anerkannter Theaterpädagoge (BUT), Zirkuspädagoge (BAG) und Künstlerischer Therapeut (DGfT e.V.). Ausbildung im Bereich Theater und Zirkus u.a. Akademie Remscheid, Ecole Philippe Gaulier und bei Pierre Byland. Bruno stand 30 Jahre als Clown auf der Bühne und arbeitet zwischenzeitlich als Regisseur und Theaterlehrer. Er leitet nach wie vor die Clownfortbildung bei Jojo. Neben seiner Tätigkeit für Jojo gibt er Kurse und führt Regie im In- und Ausland. An...
2020-09-30
39 min
Behind the Deal With Mark Bruno
Behind the Deal: Hightower's Bob Oros
In Episode 7 of Behind the Deal, Bob Oros, the CEO of Hightower Advisors, talks with ECHELON's Mark Bruno about some of the current and future drivers of M&A in the wealth management industry. Mr. Oros also offers details and insights into the M&A strategy at Hightower, which has become one of the largest firms - and most active acquirers - in the RIA industry. Lastly, the interview touches on the pros and cons of doing acquisitions in a largely remote world, and what it is like trying to bring companies closer together in this incredibly unique working...
2020-09-23
25 min
Bruno, o bardo.
"O Estranho Misterioso" de Mark Twain - Parte 4 - Leituras Narradas
Quarta parte da leitura narrada do livro "O Estranho Misterioso" do autor Mark Twain. Neste capítulo, há um diálogo intrigante de Satã dos 16:55 aos 18:13 minutos. --- Support this podcast: https://podcasters.spotify.com/pod/show/bruno_the_bard/support
2020-09-22
34 min
Behind the Deal With Mark Bruno
Behind the Deal: Resources Investment Advisor's Vince Morris
Episode 6 of Behind the Deal features Mark Bruno's in-depth interview with Vince Morris, president of Resources Investment Advisors. Vince offers insights into OneDigital’s acquisition of Resources earlier this year – one of the largest deals of 2020 – and details how the companies are bringing multiple teams and organizations together in a remote world.
2020-09-09
28 min
Bruno, o bardo.
"O Estranho Misterioso" de Mark Twain - Parte 3 - Leituras Narradas
Terceira parte do livro "The Mysterious Stranger" de autoria do escritor Mark Twain (1835-1910). --- Support this podcast: https://podcasters.spotify.com/pod/show/bruno_the_bard/support
2020-08-24
49 min
Bruno, o bardo.
"O Estranho Misterioso" de Mark Twain - Parte 2 - Leituras Narradas
Segunda parte da leitura narrada do livro "O Estranho Misterioso" do autor Mark Twain. --- Support this podcast: https://podcasters.spotify.com/pod/show/bruno_the_bard/support
2020-08-14
24 min
Inspiring Living with Mark Candelaria
Wine Making in the Heart of Oregon with Bruno Corneaux
Today's podcast episode features someone special in the Willamette Wine community, being one of the first winemakers in the Ribbon Hill region/sub-AVA, Bruno Corneaux. We first visited their stunning winery Domaine Divio by chance, and boy was it a lucky find as there are a hundred wineries in the area! Pair stunning views with incredible Rose’, Chardonnay, Pino Grigio and Pinot Noirs and friendly staff and we were in wine country heaven! While wine tasting, we learned about Bruno and his childhood in Burgundy, France and then working in wineries around the world, and then starting Domaine Di...
2020-08-12
46 min
Behind the Deal With Mark Bruno
Behind the Deal: Q2 2020 Deal Report Findings
Carolyn Armitage, Managing Director at ECHELON Partners, shares the key findings from ECHELON's Q2 2020 Deal Report. Mark and Carolyn dissect the latest macro trends in dealmaking, such as the surge in average deal size and the rise of minority acquisitions.
2020-07-27
28 min
Operation Tango Romeo, the Trauma Recovery Podcast
EP# 37 Bruno Guevremont, North Pole Explorer, The Vets Brigade
Bruno To visit the OP TR facebook page, click HERE Click Here for your copy of the book: Why Not Me? Support OP TR by donating HERE
2020-06-18
39 min
Behind the Deal With Mark Bruno
Behind the Deal: Ron Carson
Ron Carson, the founder and CEO of Carson Group - and one of the largest independent wealth management firms in the business - shares several candid stories from the 30+ deals he has worked on during his career. Mark and Ron also dive deep into some of Carson's standard "Deal-Breakers and Deal-Bakers" when evaluating acquisition targets.
2020-06-16
25 min
Behind the Deal With Mark Bruno
Behind the Deal: WealthTech Mergers and Acquisitions
With WealthTech merger and acquisition activity accelerating considerably, ECHELON's Mark Bruno goes behind several deals with two of the leading technology experts and influencers in the wealth management industry: Joel Bruckenstein of T3 and Oleg Tishkevich of Invent.us. The interview touches on the drivers of WealthTech M&A, the convergence of asset management and technology - and how the value of WealthTech companies has increased as more advisors run remote operations.
2020-06-03
29 min
Behind the Deal With Mark Bruno
Behind the Deal: Private Ocean’s Greg Friedman
Mark goes behind the four major deals that Greg has been involved in since 2009 – including his experiences in both wealth management and WealthTech deals. Specifically, Greg provides a candid perspective on each of these deals and outlines how he has evaluated potential partners, acquirers and acquisition targets over the last decade. He also offers advice on the “interior work” or introspective questions leaders of wealth management firms should consider before approaching a deal.
2020-05-19
34 min
Behind the Deal With Mark Bruno
Behind the Deal: Merit Financial's Kay Lynn Mayhue
Mark Bruno goes behind several deals with Kay Lynn Mayhue, the president of Merit Financial Advisors, which has grown to nearly $4 billion in assets under management through their strategic acquisition strategy. Kay Lynn offers her "requirements and red flags" when evaluating acquisition opportunities, and also weighs in on the emotional and psychological elements of deal-making.
2020-05-08
29 min
La Cassette
Episode 169 - Mark Hoppus VERSUS Tom Delonge
Aujourd'hui, Xavier est de retour, c'est la fête à Bruno, et pour l'occasion, on oppose le premier album d'Angels and Airwaves à celui de +44, deux groupes nés des cendres de Blink-182. Qui s'est le mieux sorti de la séparation? Mark Hoppus ou bien Tom Delonge?Tous les épisodes de La Cassette sont disponibles sur iTunes, Google Play, Spotify et Baladoquebec.ca
2019-03-18
52 min
bruno kauffmann
★★★ BRUNO KAUFFMANN PRESENTS " PRIVILÉGE HOUSE SESSION " ★★★
1 - CamelPhat, Elderbrook - Cola (Mousse T.'s Glitterbox Mix) 2 - Barbara Tucker - Think About It (Spen & Thommy's Summer Of Dub Mix) 3 - CASSIMM, Sam Divine - In Da Nation (Original Mix) 4 - Peter Brown - Welcome 2 The Club (Original Mix) 5 - Bruno Kauffmann - ? (Original Mix) 6 - Ben Delay - To Be Free (Extended Mix) 7 - Hoxton Whores, HXTN - Just One More Time (Original Mix) 8 - Kevin Andrews - Something For You (Original Mix) 9 - David Penn - Yeah Yeah (Original Mix) 10 - Jason Chance, Michelle Weeks - Live Your Life (Original Mix) 11 - Matt Caseli, Cinnamon...
2018-05-22
1h 20
Mark And Sarah Talk About Songs
Episode 101: Bruno Mars feat. Cardi B, "Finesse"
Can anyone look good in an olive cotton suit? Bruno Mars can! We talk about his mastery of '90s style and New Jack Swing on his new song "Finesse" featuring Cardi B, and that gets us thinking about the glory of good nostalgia, the reasons beats sound cheap, and our varying tolerances for eating concentrated orange juice straight from the can. Our theme song is by David Gregory Byrne, and you'd better believe that our outro is by Bobby Brown. Want to request a song, a birthday reading, or a specialized playlist on the subject of your choice? E...
2018-05-17
19 min
Fabian or Walter
The Fade #1 - The Bruno Between Us
In the inaugural episode of The Fade, Tunde and Fabe chop it up about Bruno Mars and cultural appropriation, Quentin Tarantino's liberal use of the N word, if The Mountain Between Us is trash and a few other hot issues.
2018-03-20
51 min
bruno kauffmann
★★★ BRUNO KAUFFMANN PRESENTS "I ♡ TECHOUSE" ★★★
Tracklist Rene Amesz - Dutch Hussle (Original Mix) Prok, Fitch - Wailer (Original Mix) Delgado - Dis Dat (Original Mix) Ben Remember - Stand Out (Original Mix) Prok, Fitch, Dajae - Minder (Original Mix) Supernova - Time to Destination (Original Mix) Kydus - Never Look Back (Original Mix) David Herrero - Mixture (Original Mix) Mark Fanciulli, Secondcity - Voglio (Original Mix) Supernova - Nightclub Bollywood (Original Mix) Prok, Fitch - Pitch Roll (Original Mix) Reblok - Ruins (Original Mix) Rafa Barrios - Love Inmotion (Original Mix) Oxia - Domino (Matador Remix) Bruno Kauffmann - Kanzi (Original Mix) Loco, Jam...
2017-07-13
2h 00