Rise Growth Partners

Come see Andy Schwartz, CFP® and Joe Duran on March 18 as they talk about all of the positive developments at Bleakley Financial Group since we linked arms as partners!

Joe Duran shares why talented advisory teams may want to take a close look at Grimes & Company. “Joining a $6 billion firm and helping build a $30 billion firm—they get a much larger voice; they get a seat at the table; and they also participate in the equity, which is a big part of doing this.” https://lnkd.in/euwyHfRx

We're thrilled to announce that we have made a strategic minority investment in Grimes & Company, a leading full-service, family-owned wealth management firm. This partnership marks an exciting chapter in our mission to empower growth-oriented RIAs with the expertise, resources and capital they need to accelerate their expansion while maintaining their unique culture and independence. What does this mean for Grimes & Company? • a boost to their already impressive growth with the resources to expand further into new markets • enhanced ability to scale their exceptional, client-centric planning and investment strategies across the nation • continued focus on preserving their personalized, high-touch approach to wealth management Why Grimes? Grimes has built a remarkable reputation by delivering bespoke investment portfolios at scale, earning recognition among Barron’s Top 100 Independent Advisors and Financial Advisor Magazine’s Top Independent RIA Firms. Their commitment to delivering world-class client service aligns perfectly with our mission to support firms that prioritize culture, independence and a client-first philosophy. https://lnkd.in/emwG3pWw

In the face of life’s unexpected twists and turns, preparedness is key. As an advisor, you can’t predict when or where catastrophes will occur, but you can help your clients prepare for the unexpected, minimizing the financial and emotional strain they may face in the event that disaster strikes. In his latest article for InvestmentNews, Rise managing partner Joe Duran outlines 5 essential steps for financial advisors to help clients navigate the unthinkable. 1️⃣Assign Clear Responsibilities 2️⃣Ensure Liquidity 3️⃣Manage Debt 4️⃣Simplify Financial Structures 5️⃣Ensure Transparency Advisors have the unique responsibility not just to grow wealth, but to protect it – and help clients prepare for life's toughest challenges. These preparations can make a huge difference in managing both the financial and emotional toll of unexpected events. Read the full article for insights on how you can help your clients build resilience and peace of mind. https://lnkd.in/etT3PNTM #RiseGrowthPartners #WealthManagement #RIA #BusinessResilience

A well-defined strategic plan is the foundation for success, and the most successful RIAs are starting their year with a clear roadmap that aligns with their values and purpose. 82% of top-performing firms have a written strategic plan. This aligns with what we know: strategic planning drives results. But customizing that plan to fit your firm’s unique goals is essential for maximizing impact. In a recent article, Terri Kallsen CFP ®, managing partner at Rise, shares key insights on how RIAs can develop an effective strategy that sets them up for growth. She recommends embracing a combination of long-term vision, core values and mission statements—along with S.M.A.R.T. goals—to keep teams focused and aligned. If your firm is looking to take the next step in defining its strategic vision, be sure to check out the full article in WealthManagement.com. https://lnkd.in/eTmReiar #RiseGrowthPartners #WealthManagement #RIA #StrategicPlanning #GrowthMindset

As we navigate the fast-changing financial landscape of 2025, it’s more important than ever for investors to stay informed and adapt quickly. At Rise, we’ve taken it upon ourselves to empower investors through industry changes by providing strategic insights that help them navigate market shifts and refine their investment strategies. Hosted by Rise managing partners Joe Duran and Terri Kallsen CFP ®, our new weekly market recap series ‘Rise Up’ on Wealthion, one of You Tube's fastest-growing financial education channels, offers in-depth analyses of key market events and their impact on the broader investment strategies. The series covers everything from economic and geopolitical developments to actionable advice for investors to discuss with their advisors. As our partner Andy Schwartz, CFP®, CIO at Bleakley Financial Group, put it: “Our current and future advisors welcome the opportunity to be introduced with investors who are seeking planning and investment advice. Rise is already delivering on its promise to fuel both organic and inorganic growth and we are enthusiastic participants in these programs.” Tune in every Saturday for a new episode that will equip you with the tools needed to stay vigilant in an evolving industry. https://lnkd.in/eTGQ75AD https://lnkd.in/e-ugxVwN #RiseGrowthPartners #WealthManagement #Investing

🚨 In times of crisis, protecting your clients isn’t enough—you must also protect your business. 🚨 For many advisors, their practice is their most valuable asset. But how prepared are we for the unthinkable—natural disasters, financial crises, or unforeseen challenges? In his latest article for Citywire RIA, Rise managing partner Joe Duran shares key strategies to build resilience and safeguard financial advisory firms against unexpected events. Inspired by the devastating wildfires in Southern California, Joe introduces The A-List Framework, a practical guide for protecting your business before a crisis strikes. 💡 The A-List Framework for Crisis Preparedness: 🔹 Accountability – Ensuring the right decisions get made in critical moments. 🔹 Liquidity – Without it, every crisis is magnified. 🔹 Indebtedness – The risks on and off the balance sheet. 🔹 Simplicity – Complexity increases risk and reduces value. 🔹 Transparency – Without it, nobody knows what to fix. 🎧 Want to go deeper? Joe also breaks this down in the latest episode of the Rise Up with Rise Growth Partners Podcast. Learn how to bulletproof your practice and future-proof your wealth. 📖 Read the full article: https://lnkd.in/gq8kJPBj 🎙️ Listen to the podcast on YouTube: https://lnkd.in/g2Tg5qCb 💬 What’s one step you’ve taken to make your business more resilient? Share your insights below! #RiseGrowthPartners #WealthManagement #RIA #CrisisManagement #BusinessResilience #Leadership

Are you financially prepared for a crisis? The truth is, most people aren’t. Whether it’s a natural disaster, personal hardship or economic downturn, an unexpected emergency can devastate your savings, belongings and even your financial future. In our latest episode of Rise Up on the Wealthion YouTube channel, managing partners Terri Kallsen CFP ® and Joe Duran, along with Bleakley Financial Group Principal Scott Schwartz, dive into a step-by-step financial survival plan that will help you protect your wealth, safeguard your future and avoid financial ruin. 💡 What You’ll Learn: 🔹The A-List framework for financial preparedness  🔹How to protect your assets from unexpected disasters 🔹The #1 mistake that leaves people broke after a crisis 🔹Liquidity, insurance and debt strategies you need to know Most people fail to plan—don’t let that be you. Watch now to bulletproof your finances: https://lnkd.in/gkJC7adj #RiseGrowthPartners #WealthManagement #RIA #CrisisManagement #BusinessResilience

In times of crisis, it's not just about protecting your clients—it’s about protecting your business, which, for many advisors, is their most valuable asset. In his latest article for Citiwire RIA, Rise managing partner Joe Duran shares crucial lessons on how financial advisory firms can build resilience against unexpected disasters. Drawing inspiration from the devastating wildfires in Southern California, Joe emphasizes the importance of preparing for the unthinkable—whether it’s natural disasters, financial crises or other unforeseen challenges. Joe offers a practical guide for advisors, outlining key strategies to protect and safeguard their businesses, referencing ‘The A List’ framework: • Accountability: The key to ensuring the right thing gets done at the most difficult time • Liquidity: Without it, every crisis is made worse • Indebtedness: Both on and off the balance sheet • Simplicity: Complexity reduces value and increases risk • Transparency: Without it, nobody knows what to fix Read the full article to gain insights on how to build a resilient, future-proof practice: https://lnkd.in/gq8kJPBj #RiseGrowthPartners #WealthManagement #RIA #CrisisManagement #BusinessResilience

🌟 Winning in 2025: The Future of Wealth Management 🌟 The wealth management industry is undergoing profound transformation, and the question is: How do we adapt and thrive amidst disruption? In his latest InvestmentNews column, Joe Duran, managing partner at Rise, challenges us to rethink traditional approaches and embrace a more client-centric, AI-powered future. 💡 Key Insights from the Episode: 1️⃣ Transition from asset allocation to time and energy allocation—help clients prioritize what truly matters. 2️⃣ Simplify lives instead of overwhelming clients with niche expertise—less complexity, more clarity. 3️⃣ Collaboration is the ultimate differentiator—how can we co-create solutions that maximize life and wealth? With AI automating analytical tasks, the firms that succeed will go beyond planning—they’ll deliver personalized, collaborative experiences tailored to each client’s goals and priorities. 🎥 Watch the full episode here: https://lnkd.in/gjUnrqcr 💬 What’s your take? Is your firm ready for this shift toward client-first, AI-driven innovation? #WealthManagement #ClientExperience #FinancialInnovation #AI