RIA Edge Podcast: How Mission Wealth Scales Without Sacrificing Client Experience with Matt Adams

Published on September 24, 2026

Mission Wealth CEO Matt Adams shares how the RIA combines organic growth, referral programs, digital marketing and carefully selected mergers and integrations while maintaining a relatively low client-to-advisor ratio.

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The Diamond Podcast for Financial Advisors: David Bahnsen on Building a $10.5B Business Worth Selling

September 24, 2026
David Bahnsen built The Bahnsen Group almost entirely through organic growth. He shares the decisions behind that growth, the value of reinvesting in the business, and why selling to longtime partner Hightower became the right next step.

A Catalyst for the AI Bubble Break

September 24, 2026
Investment bubbles are inherently dangerous beasts. Like a natural Ponzi scheme, an investment bubble needs to draw in ever larger amounts of capital to keep it going. Nothing attracts capital like apparent success, so an inflating bubble that is creating fortunes for those who got in early will inevitably draw in capital. Unfortunately, this means the amount of money lost when the bubble bursts c