RIA Edge Podcast: The Power of Specialization with Andrew Leonard

Published on April 29, 2025

A knowledgeable focus on a narrow client niche with specific needs has fueled Geometric Wealth’s rapid growth and capacity challenges.

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The Finance Curse

April 29, 2025
The sole pursuit of shareholder value — i.e. of maximizing stock price — leads not to a focus on creating the greatest possible value for the firm’s customers, but to a focus on financial metrics and financial engineering.

Are You An Average Or Top Producer? What’s The Difference?

April 29, 2025
If you want to be a superstar producer, who operates as a category-of-one business, then you must never accept the industry “norms” that are really barriers holding you back from achieving your full potential.