Joe Duran

Joe Duran, serial entrepreneur who built and sold major RIAs and now leads Rise Growth Partners, returns to revisit reinvention and firm-building. He reflects on selling to Goldman, why client needs trump competitor imitation, partnering instead of building every service, and how minority capital plus operator support can scale middle-market RIAs. Short, candid, and focused on practical growth moves.

Join Joe Duran, founder of United Capital and Rise Growth Partners, as he brings a human-centric approach to wealth management. He shares insights on why many firms stick to outdated educational methods instead of embracing client-centric tools. Joe discusses the importance of aligning financial planning with clients' life goals and the need for wealth managers to adapt their skills. He also highlights how to differentiate between promising RIAs and those to avoid by focusing on values and behaviors rather than just numbers.

Join Joe Duran, an expert from Rise Growth, as he shares invaluable insights on financial resilience. He emphasizes the importance of long-term investing strategies and having a game plan tailored to your individual circumstances. Duran tackles market volatility, the necessity of diversification, and the significance of maintaining liquidity. He also delves into the critical aspects of navigating life changes and managing debt, all while ensuring you're well-prepared for retirement. It's a treasure trove of timeless advice for any financially savvy individual!