Shows
SuperPerformers with Rob HermanEpisode 6 ft. Gary HensonGary Henson's career exemplifies resilience and reinvention across multiple phases of the financial services industry. The episode begins with his humble roots in Jefferson City, Missouri, and chronicles his early banking career where a demanding mentor helped unleash his competitive nature. Henson details his rapid rise through asset management, from managing billions in fixed income at a young age to navigating the challenges of single parenthood while building his professional reputation.The conversation explores Henson's pivotal role in the growth of Mariner Wealth Advisors and Montage Investments alongside entrepreneur Marty Bicknell, which helped transform them into financial...2025-03-241h 01
CAIS Live Conversations, Building With AltsAlternatives Differentiate Us (EP. 1)Marty Bicknell, the founder of Mariner, a $100 billion RIA, aims to go head-to-head with wirehouses, more than doubling the firm's advisor count over the next three years. In this episode, he talks to host Alex Cavalieri, CAIS Head of Marketing, about choosing the fiduciary model, incorporating alternatives into portfolios, and how alts are leveling the playing field across channels.(00:00) Welcome to CAIS Live Conversations(01:19) The Journey Begins(03:36) Founding Mariner Wealth Advisors(05:48) Facing Challenges and Growth(08:14) Mariner's Core Philosophy(11:42) Innovations in Wealth Management(17:14) Education and Advisor...2025-01-0732 min
Sales Lead Dog PodcastKevin Corbett: Building a Culture of Success in Wealth AdvisoryUnlock the secrets to successful wealth management with Kevin Corbett, Managing Director of Corporate Development and Strategy at Mariner Wealth Advisors. Gain valuable insights into Mariner's rapid growth strategy aimed at affluent and high-net-worth individuals, and discover how Kevin's expertise in M&A opportunities has propelled the firm to operate across 41 states with over 800 advisors. Learn the three keystones of Kevin's success: meticulous attention to detail, unwavering honesty and integrity, and the power of teamwork. Kevin also delves into the emotional journey of entrepreneurs transitioning from owners to employees, offering a unique perspective on the psychological elements of selling. 2024-08-0540 min
DealQuest Podcast with Corey KupferEpisode 216: M&A Talk with Leading RIA Aggregators and Integrators: Marty Bicknell of Mariner Wealth AdvisorsMarty Bicknell is the CEO and President of Mariner Wealth Advisors. As CEO and President, he drives the strategic direction for the firm, coming up with innovative solutions to help meet the needs of Mariner’s clients. Marty has extensive personal and professional experience with closely held family businesses, and their unique complexities. As a result, he is a recognized leader in wealth management, and is often sought out as a mentor by other successful entrepreneurs.
With the goal of keeping the client at the center of what they do, Marty and seven others founded Mar...2023-01-1345 min
Future Ready through M&AUsing M&A to Reshape the Business: How M&A Leaders Do ItM&A in the entrepreneurial independent wealth management industry is about much more than size and scale; it's a means to reshape the business model to achieve growth and innovation. Join us to hear dynamic leaders Marty Bicknell, CEO and co-founder of Mariner Wealth Advisors, and John Copeland, founder and Managing Partner of investor Wealth Partners Capital Group use M&A strategy to achieve their firms' objectives.2022-07-1946 min
The Future of Advice™Marty Bicknell | Video PodcastMarty Bicknell is the CEO and president of Mariner Wealth Advisors, a nationally recognized registered investment advisor with over $33.5 billion in assets under advisement, 346 advisors, and 40 offices across the country.
In 2016 He was named in Investment Advisor’s Top 25 Influential People in the investment/financial industry and in the Kansas City Business Journal’s Power 100 List from 2014-2019. Under his leadership, Mariner Wealth Advisors has had the privilege of being ranked in the top four Registered Independent Advisory Firms by Barron’s for the last four consecutive years.
Marty is one of the founders and lead inves...2021-11-0139 min
Powering Independence PodcastInside the Deal Part 3: ClosingInside the Deal Part 3: Closing
Zero in on negotiating & closing RIA deals, and learn best practices for RIAs contemplating a sale. In Part 3: Closing, Harris Baltch, Dynasty Head of M&A and Capital Strategies, is joined by Marty Bicknell, CEO of Mariner Wealth Advisors, to discuss how to negotiate and close RIA M&A successfully. Join the two as they delve into how to close deals in a virtual world, how a buyer can differentiate themselves from the pack, repeatable M&A tactics to move a deal from signing to closing and much more.2021-05-2427 min
Between Now and SuccessMarty Bicknell Sees a More Efficient Future for Advisors Who Embrace WealthTechIn a Nutshell: The next wave of fintech and wealthtech will offer dramatic efficiency upgrades for advisors. Prepare your team to spend less time shuffling papers and more time having meaningful conversations with clients that will create real value. Guest: Marty Bicknell, Founder and CEO of the $35 billion AUM behemoth Mariner Wealth Advisors. My Key Takeaways: We need a true advisor desktop platform. Marty believes the independent space still lacks a unified advisor desktop platform and that miss hurts our productivity. But he says it's coming. Embrace change. Before the pandemic, about 25% of Marty's te...2021-01-1124 minBetween Now and SuccessMarty Bicknell, spooked that clients were getting bitcoin through other outlets, now allocates to it through an SMAPaul Tudor Jones did it for hedge fund managers. Michael Saylor and Jack Dorsey did it for publicly traded companies. Now, Marty Bicknell is doing it for RIAs and he discusses it with me on my new podcast. Once called “rat poison squared” by Warren Buffett, bitcoin is now going mainstream. After a tumultuous 12-year existence punctuated by head-spinning bull markets, devasting declines, exchange hacks, and its use in criminal activities, bitcoin has grown into adulthood. Bicknell recently announced that his firm, the $35 billion AUM behemoth Mariner Wealth Advisors, will offer bitcoin to its cli...2020-12-0728 min
The Future of Advice™Marty BicknellMarty Bicknell is the CEO and president of Mariner Wealth Advisors, a nationally recognized registered investment advisor with over $33.5 billion in assets under advisement, 346 advisors, and 40 offices across the country.
In 2016 He was named in Investment Advisor’s Top 25 Influential People in the investment/financial industry and in the Kansas City Business Journal’s Power 100 List from 2014-2019. Under his leadership, Mariner Wealth Advisors has had the privilege of being ranked in the top four Registered Independent Advisory Firms by Barron’s for the last four consecutive years.
Marty is one of the founders and lead inv...2020-11-0540 min
The Diamond Podcast for Financial AdvisorsInside Baseball on Building and Growing an Independent FirmMega-RIA firms are setting the pace of massive growth through ambitious acquiring practices and smart recruiting. Marty Bicknell, of Mariner Wealth Advisors, talks about his firm’s successes, shares advice for firm owners and breakaways, and more.2020-07-3058 min
Barron's AdvisorDon't Confuse Activity for ProgressMarty Bicknell, founder of $28b national RIA firm Mariner, discusses diversity, what he's telling clients and why his firm is onboarding new clients at a record pace.
Learn more about your ad choices. Visit megaphone.fm/adchoices2020-06-1628 min
The Elite Advisor Blueprint®: A Podcast for Financial AdvisorsBONUS - How Financial Advisors Can Build Wildly Successful Marketing Machines - Between Now and SuccessToday, I’m thrilled to share a bonus episode from a conversation with Steve Sanduski from his podcast, Between Now and Success. Steve was kind enough to allow us to replay it here. If you aren’t already subscribed to his show, Steve’s podcast is easily one of my top listens in financial services, so be sure to check it out! A little background for those of you unfamiliar with Steve... He has over 20 years of experience in our industry and has helped launch and build a $1.8 billion RIA, also in partnership with Ron Carson grew Peak A...2020-01-131h 16
DealQuest Podcast with Corey KupferEpisode 20: Highlights from the DeVoe M&A+ Succession Summit: Day Two, with Corey KupferCorey Kupfer has been working in the business of negotiations for more than 30 years, both as a successful entrepreneur and as an attorney. His goal is to help you strategize, plan for, find, and complete deals that will help your company grow rapidly. This is called “inorganic growth”, and it differs from the traditionally slow, organic growth many are familiar with. In this solo episode of Fueling Deals, Corey discusses the importance of maintaining alignment with your character and values, not only within the scope of doing deals but in all aspects of your business and life.
In p...2019-06-0727 min
Rounding The Bases With Joel GoldbergEpisode 207: Marty Bicknell, Mariner Wealth Advisors CEOMariner Wealth Advisors founded in May 2006. Philosophy of "Client First, Employee Second, Shareholder Last." Acquisitions are black and white and show up on a spread sheet. Cannot put culture on that spread sheet.Want uniqueness of expertise of advisor to come through over any company process. No one right way to give advice. Important to measure the activities over the results. Same 3 starting company goals every year of retain clients, retain advisors and grow.2019-01-0432 minFuture Ready through M&AControlling Your DestinyMaintain independence while influencing your future during a merger or acquisition. Marty Bicknell, CEO, president and co-founder of Mariner Wealth Advisors -- shares how Mariner has grown and what he for the future of the wealth management industry.2018-08-0941 minThe Elite Advisor Blueprint®: A Podcast for Financial AdvisorsSteve Sanduski on Launching PEAK Advisor Alliance from Ron Carson's Basement, Why Robo Advisors Aren't the Problem, and Lessons Learned from Tony Robbins & Elliot WeissbluthClick Here to Get Access to Steve Sanduski's "52 Tips to Grow Your Business NOW" This week on Elite Advisor Blueprint, Steve Sanduski shares his journey as an elite financial advising coach and provides deep insight into where the industry is headed! Steve Sanduski has had over 20 years of experience growing companies by multiples, including one whose revenue grew 17-fold during his leadership. Steve helped launch and build a $1.8 billion RIA and was the Managing Partner of Peak Advisor Alliance as it grew from 0 to 1,000 coaching clients. Steve has led countless speaking engagements with t...2017-04-031h 16Between Now and SuccessMarty Bicknell on Running Businesses, Acquisitions, and Separating Advice From SalesMarty Bicknell left a great job as a senior vice president at A.G. Edwards & Sons in 2006 and started over. Today, he presides over an empire of 32 companies managing more than $30 billion in AUM. He accomplished this feat through a combination of acquisitions, organic growth, and good timing. In this episode, Marty adds texture to one of the most exciting growth stories in the financial services industry.2015-03-2640 min