Tag: Advisors
Money Is Just Fuel, It’s About the Drive with Joe Duran (Ep. 28)

Money Is Just Fuel, It’s About the Drive with Joe Duran (Ep. 28)

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In this episode of PRess Play: The StreetCred Podcast, hosts Elena Krasnow and Jimmy Moock sit down with Joe Duran, industry titan and longtime friend of the firm, and managing partner of Rise Growth Partners.

Joe reflects on the emotional and creative side of leadership. He digs into why so many large firms have lost their soul, what it truly means to “make a dent in the universe,” and why credibility and storytelling still matter more than scale. From the founding of United Capital to the philosophy behind Rise Growth Partners, he shares how purpose, originality and the desire to do good shape everything he builds.

We cover:

  • Why wealth management firms lose their way—and how to bring back meaning
  • The insight that sparked United Capital: money is just fuel, not the drive
  • The power of curiosity, empathy, and asking “what’s it all about?”
  • Why PR fails when there’s no authentic story to tell
  • The importance of voice, brand, and “having a song to sing”
  • …and much more.

Don’t miss this rare and honest conversation with one of the industry’s clearest voices about finding purpose, protecting your soul and saying something that matters.

Topics:

(0:14) “Jimmy THE Moock”

(0:50) Meet Joe Duran

(2:11) Who was employee number one at United Capital?

(2:21) What’s for lunch?

(3:01) The price of a rotisserie chicken, not immune from inflation

(3:47) Joe’s journey to America

(5:04) Overcoming your demons

(5:54) Joe’s start as an intern at an RIA, and the power of having an accent

(7:05) The first TAMP, before TAMPs existed

(7:33) The sale of Centurion and the need for a pivot

(8:19) Return to writing and back to school

(8:59) How do you tell people what it really feels like to sell a company?

(10:14) “They’ve forgotten what it’s about”

(10:26) Advisors want to “make a dent in the universe”

(11:33) The number one reason people work for

(11:59) Building something different with United Capital

(12:16) “It’s not about the fuel in your car, it’s about the drive” – the birth of United Capital

(13:29) Happiness is a choice

(13:58) Is it happening for you, or to you?

(15:19) Sacrificing happiness everyday for satisfaction

(16:06) Narrowing the gap between who you want to be and who you are

(20:09) The adventures of Joe, Jimmy and Jason

(21:31) “Marketing is a joke if you don’t have something to say. And if you’re not saying it in an interesting way, it doesn’t matter.”

(25:30) Credibility marketing is everything

(27:08) “You can’t be the leader of a band if you don’t have a song to sing”

(28:34) The Duran Duran column

(29:24) Why Rise Growth Partners is investing in the $3-10 billion firm category

(32:49) Predictions for large RIAs

(34:19) Japanese car case study

(36:19) Takeaways from the sales of Centurion and United Capital

(37:62) “Am I here to get the biggest slice of pie I can, or make the biggest pie I can?” 

(38:49) The three phases that come after selling

(41:19) A buddhist monk, a psychiatrist and a coach

(41:39) Knowing your purpose in the second half of life

(42:49) Death, discovery and rebirth

(43:57) Time for our Play segment!

(44:09) Dream job as a kid – life as a rockstar

(46:19) Plot twist: a love of EDM concerts

(46:57) Moment of gratitude

 

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Connect with Joe Duran:

 

 

About our Guest: 

Joe Duran is a serial entrepreneur and recognized visionary in wealth management and wealthtech. He previously served as partner and co-head of the Workplace and Personal Wealth divisions at Goldman Sachs. Before joining Goldman, he founded and led United Capital, one of the nation’s largest independent wealth management firms, which was acquired by Goldman Sachs in July 2019. Prior to that, Joe was CEO of Centurion Capital, one of the first turnkey asset management platforms, which was sold to General Electric. He subsequently served as president of GE Private Asset Management, now known as NYSE-listed AssetMark.

Publishing Tags: StreetCred PR, Press Play, Podcast, Elena Krasnow, Jimmy Moock, Joe Duran, Public Relations, Financial Services, Wealth Management, Financial Advisors, Rise Growth Partners, United Capital, Centurion Capital, RIA, WealthTech, Financial Planning, Leadership, Entrepreneurship, Purpose-driven business, Personal Growth, Behavioral Economics, Storytelling, Credibility Marketing, Firm Culture, Career Advice

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Transforming Networking in Financial Services: Chris Cherry’s Future-Proof Vision (Ep. 18)

Transforming Networking in Financial Services: Chris Cherry’s Future-Proof Vision (Ep. 18)

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Building meaningful connections in the finance world doesn’t need to be confined to stuffy hotel ballrooms. 

In this episode of PRess Play: The StreeCred Podcast, hosts Elena Krasnow and Jimmy Moock are joined by Chris Cherry, head of strategic partnerships at Future Proof, for a powerful discussion about how she is redefining networking with her team through unconventional experiences and the company’s proprietary Breakthru technology.

Chris discusses her surprising career transition, her role in reimagining events across the wealth and asset management community and how Future Proof is facilitating unforgettable experiences like zip-lining and falconry. 

They discuss: 

  • the role of Breakthru Meetings, Talks and Experiences in enhancing event impact
  • Chris’ career journey from dental hygienist to a leader in strategic partnerships
  • the vibrant atmosphere and networking opportunities at the Future Proof Festival
  • Chris’ favorite moments from this year’s event 
  • details about the upcoming Future Proof Citywide event in Miami
  • and more!

Learn about the lore behind the event series that is changing how our industry approaches networking for good. 

Topics:

(0:56) Host Elena Krasnow introduces Chris Cherry

(2:59) What’s for lunch? 

(5:21) A quick stroll down food truck memory lane 

(6:10) Chris’ transition from dental hygienist to public relations professional 

(7:00) Chris’ first panel at Future Proof Festival

(7:40) When Chris and Matt Middelton collide

(8:08) Emotional intelligence and reading the room

(10:40) How Future Proof is selling itself 

(12:24) When you’re comfortable, business gets done 

(14:00) The story of Future Proof and its Breakthru networking technology

(16:38) The launch of Breakthru Talks

(17:21) Fly fishing and falconry 

(19:00) Future-proofing networking

(22:22) Matt’s vision for putting the advisor in the driver’s seat

(24:47) Breakthru listing

(26:15) Chris shares a few favorite moments

(28:33) “I’ll never miss it again” 

(30:40) Future Proof Citywide teaser 

(34:00) Building a successful outdoor event 

(36:00) Love for Paula 

(37:10) Time for our play segment!

(37:30) Paddle boarding, tennis and bartending 

(38:00) Chris’ cosmopolitan with a twist 

(40:00) Moment of gratitude

 

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Connect with Chris Cherry:

About our Guest: 

Chris joined the award-winning Future Proof team in 2023 as head of strategic partnerships. Future Proof organizes a variety of events throughout the calendar year, all of which leverage cutting-edge event technology to connect people across the financial services industry. With pioneering formats such as outdoor festivals and curated retreats, Future Proof is reimagining the next era of finance events. And, the proof is in the pudding as Future Proof just earned a world-class NPS score of 74. 

Chris was recruited to be a key driver behind what could be described as Future Proof’s most innovative product, Breakthru, which consists of three distinct programs across Future Proof’s events. These include the Breakthru Meetings Program, Breakthru Talks and Breakthru Experiences. At this year’s Future Proof Festival, the technology helped facilitate over 30,000 one-to-one meetings, 166 peer-to-peer roundtables and 55 unique experiences. 

Previously, Chris spent seven years as chief engagement officer at JConnelly, a financial services communications and marketing firm. She is an expert at driving successful partnerships on a large scale and has a deep understanding of the role technology plays in accentuating in-person connections.

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An Entrepreneurial Journey Through the Tech and Financial World with Ritik Malhotra (Ep. 6)

An Entrepreneurial Journey Through the Tech and Financial World with Ritik Malhotra (Ep. 6)

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Join us as we delve into the remarkable entrepreneurial journey of Ritik Malhotra, Co-Founder & CEO of Savvy Wealth. 

From a childhood passion for technology to the successful sale of two tech companies, Ritik’s story is one of innovation, resilience, and unwavering determination. 

In this episode, he shares his experiences, including starting his first company in middle school, participating in two exits in his twenties, and the birth of his most recently founded company, Savvy Wealth. Listen in and gain insights into his thoughts during exit talks, the importance of meeting people’s needs, and why Savvy Wealth has attracted many mid-career advisors looking for more. Discover Ritik’s valuable advice on choosing the right public relations firm and get to know his interests beyond work.

Ritik discusses: 

  • His successful career as an entrepreneur and how he cultivated his passion for technology from an early age
  • His experience co-founding the company Elph and how his team explored different industries before focusing on financial services
  • His thought process during exit talks and the importance of creating something that addresses real problems and caters to people’s needs 
  • Why Savvy Wealth attracts mid-career advisors who are looking to grow and receive support in an independent model
  • The importance of being specific and understanding the industry’s unique needs when choosing a public relations firm
  • What career he would pursue if he were not an entrepreneur, and what he likes doing after work
  • And more!

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Connect with Ritik Malhotra:

About our Guest: 

Ritik Malhotra is a repeat tech founder with two prior exits (one to Box in 2014 and one to Brex in 2019). Most recently, he was Director of Product Management at Brex where he started and built Brex Cash, Brex’s second business line after the corporate card. He’s now building Savvy, a tech-enabled wealth management firm. Ritik is a Y Combinator and Thiel Fellowship alum and holds a B.S. in Electrical Engineering & Computer Science from UC Berkeley.

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