Rise Growth Partners

?? A Huge Congratulations to Terri Kallsen CFP ?! ?? We are incredibly proud to celebrate our Managing Partner, Terri Kallsen, for being honored with the Executive Excellence Award by InvestmentNews' Women To Watch 2024! ?? This prestigious award recognizes her remarkable leadership and dedication to driving excellence in the financial industry. Terri continues to inspire us at Rise Growth Partners with her vision, commitment, and outstanding contributions. Join us in celebrating her outstanding leadership and impact at the Women To Watch 2024 event on November 6 at Tribeca 360! https://hubs.la/Q02Shsf60 #ExecutiveExcellence #WomenToWatch #Leadership #WomenInFinance #RiseGrowth #CongratulationsTerri

???New Insights from Joe Duran! We’re excited to share the latest article by our very own Joe Duran, Managing Partner at?Rise Growth Partners, published on?Citywire RIA. In?"What RIA Acquirers Can Learn From The Three Little Pigs", Joe draws a unique analogy from a classic story to share valuable lessons for RIA acquirers navigating today's challenging market. Curious about what the three little pigs can teach us? Read the full article here: https://lnkd.in/dBv5nNkd #wealthmanagement #RIAs #acquisitions #JoeDuran #RiseGrowthPartners #leadership #CitywireRIA

???Breaking Boundaries in Wealth Management??? At?Rise Growth Partners, innovation drives us forward, and our leader, Joe Duran, is at the forefront of transforming the wealth management industry. In a recent?Wealth Solutions Report?article, Joe shared,?“Private structure offers the flexibility to implement strategic shifts without the constant pressure of quarterly earnings scrutiny from public markets.” This forward-thinking approach to capital structures is crucial as firms grow, outpacing traditional strategic buyers. Joe’s insights continue to shape the future of capital solutions for RIAs. Read the full article here: https://lnkd.in/gum6_S7P #wealthmanagement #RIAs #capitalstructures #JoeDuran #leadership #innovation #RiseGrowthPartners #financialservices #WealthSolutionsReport

We're thrilled to celebrate Terri Kallsen CFP ? Kallsen, CFP? and 2025 Chair-Elect, for her incredible contribution at today's CFP Board Lunch + Learn! Her leadership continues to inspire us, and we're proud to see her represent Rise Growth Partners on such a prestigious stage. #CFPConnections24 #Leadership #Finance

?? Exciting Updates from the #RIACIOSummit in Austin, Texas! Joe Duran and Darius Mirshahzadeh took the stage alongside Ian Wenik to deliver a powerful discussion on the future of RIAs. With industry shifts and growing competition, Joe emphasized a critical message for the RIA space: firms need to get?creative and adaptable?to attract the attention of large acquirers. As Joe points out in a recent article from Citywire RIA, RIAs that can innovate and deliver differentiated value will rise to the top in this evolving landscape. ?? A key takeaway? The future belongs to those who?think outside the box—by leveraging technology, building strong client relationships, and staying ahead of the curve. Check out the full article from Citywire (link in comments) #WealthManagement #RIA #Leadership #Innovation #AustinSummit #JoeDuran #MergersAndAcquisitions #FinancialServices

???Fireside Chat with Joe Duran and Darius Mirshahzadeh at the Citywire RIA Conference in Austin Texas?? Joe Duran and Darius Mirshahzadeh took the stage with Ian Wenik at the Austin RIA Conference in Barton Creek for a thought-provoking fireside chat. Joe shared a powerful message:?“Imagination is free … say something no one else is saying.” Their conversation centered on how RIAs can attract large acquirers by embracing creativity and thinking outside the box. Don’t miss the full article below featuring their discussion! #RIAStrategy #Leadership #WealthManagement #Acquisitions #Innovation #RiseGrowthPartners #Austin https://lnkd.in/g--C4aey

Our very own?Terri Kallsen CFP ?, Managing Partner at Rise Growth Partners, will be moderating an economic session at the upcoming?CFP Board?Conference in Washington, DC, on?September 30th. She’ll be leading the discussion alongside?Philipp Carlsson-Szlezak, diving into the future of our economy and key industry insights. This is a session you won’t want to miss! #leadership #economy #financialservices #cfpboard #conference

???Exciting Announcement!??? On?September 26th,?Joe Duran and Darius Mirshahzadeh, Managing Partners at?Rise Growth Partners, will take the stage at the?Austin RIA CIO Summit, hosted by Citywire RIA! ?? Their?fireside chat?will delve into the future of wealth management, leadership in the RIA space, and how innovation is shaping the industry. If you're attending the event make sure to catch this powerful conversation! #RIACIOSummit #WealthManagement #Citywire #Leadership #Innovation #RiseGrowthPartners #AustinEvents #FiresideChat

???Huge congratulations to our Managing Partner Terri Kallsen CFP ??for being recognized as a finalist in the InvestmentNews 2024 Excellence Awards! ?? This nomination is a testament to your leadership, vision, and relentless drive for excellence in our industry. Your dedication and commitment continue to inspire all of us at Rise Growth Partners, and we're incredibly proud to see you being celebrated on this prestigious stage. #Leadership #ExcellenceAwards #WealthManagement #InvestmentNews #RiseGrowthPartners https://lnkd.in/g3GA3zhh

With over 30 years of experience and nearly $10 billion in advisory assets, Bleakley Financial Group is poised for even greater growth. This partnership, supported by our $250M commitment from Charlesbank Capital Partners, will drive Bleakley’s evolution into a national leader. #strategicpartnership #wealthmanagement #ria