Catching The Next Wave in Wealth Management

A Prescription for Success

Managing Partner at Rise Growth Partners, Joe Duran, joins the show to share his journey of building successful firms and his insights into the wealth management industry. In this episode, Joe talks about his experience selling two firms to Dow 30 companies (GE and Goldman Sachs) and his role as a Partner at Goldman Sachs leading workplace and personal wealth. Joe delves into the current trends in wealth management, the importance of adapting to market changes, and strategies for success in this competitive field.