Rise Growth Partners

We founded Rise to be the partner we wish existed when many of us were growing our companies—a partner that brings insight and joy to the journey, improving the lives of advisors and clients. We’re deeply grateful for the opportunity to do this work alongside such remarkable firms and leaders. Every partnership reminds us why we started: to help advisors grow with more confidence, clarity, and care. If you have a few minutes of spare time this weekend, watch, read, and listen to the wisdom and insights our leaders have recently shared: 💡Joe Duran offers lessons on building and selling world-class firms during his conversation with Louis Diamond https://lnkd.in/ee5cv-bp 💡Terri Kallsen CFP ®outines how AI is transforming the advisor’s role — from technician to trusted strategist 👉https://lnkd.in/eD-SEeiA 💡Stacy L. Coffey, CFP® and Jack Morgan joined Joe Duran to cut through the hype to discuss how AI is reshaping leadership, platforms, and growth strategies for #RIAs 👉https://lnkd.in/eqFvhQp9 We love seeing great advisors rise into greater leadership. Drop us a comment and let us know what you'd like to hear about next!

🍂 As you head into the holiday, here’s a Thanksgiving checklist worth keeping close: ✔️ Reflect on the clients and teams you’re grateful to serve ✔️ Recharge so you can head into year-end with clarity ✔️ Register for our upcoming Rise webinar (it'll only take 30 seconds) With so much changing so quickly, this session is designed to unpack how forward-thinking advisors are using AI tools to amplify their ability to identify right-fit prospects, uncover deeper motivations, and demonstrate alignment with a potential client’s values, needs, and long-term goals. 📈In doing so, they achieve greater success in prospecting by establishing trust quickly and turning strangers into friends—and prospects into clients.  AI with Intent: Modern Prospecting for Fiduciary Advisors 📅 December 3rd at 1pm PST/4pm EST ➡️ Use this link to register: https://lnkd.in/egwpBRMy If you want to stay ahead of the curve, this will be time very well spent with Rise team members Terri Kallsen CFP ®Stacy L. Coffey, CFP®and Jack Morgan. We hope you can join us next week Wednesday! #CFPpros #RIAs #RiseUp

⭐ We're looking for our next team member! ⭐ If you’re energized by bold work, collaborative teams, and shaping what’s next for advisors and their clients, read on and apply!

🪄 AI is here now, don't get left behind! Join us for a NEW Rise Up! Webinar to hear how next gen advisors are using AI tools to enhance ethical prospecting, deepen personalization, and bring the CFP® standard of care to life before a client ever signs on. ⭐ In doing so, they achieve greater success in prospecting by establishing trust quickly and turning prospects into clients. ⭐ 📈 AI with Intent: Modern Prospecting for Fiduciary Advisors 📅 December 3 at 1pm PT / 4pm ET ➡️ Register now https://lnkd.in/egwpBRMy The most forward-thinking advisors aren’t using AI to automate prospecting—they’re using it to: ✔️ amplify their ability to identify right-fit prospects ✔️ uncover deeper motivations ✔️ demonstrate alignment with a potential client’s values, needs, and long-term goals We'll discuss all the AI questions #advisors have been asking us: 💡 Why advisors are turning to AI tools for values-based prospecting 💡 Which tools can facilitate a fiduciary-first approach to identifying right-fit clients 💡 How to use AI ethically to uncover needs and preferences, facilitate sensitive conversations, and align around fiduciary principles while maintaining data privacy 👉 If you're a #CFPpro or #RIA leader, you won't want to miss this AI webinar featuring Terri Kallsen CFP ®, Jack Morgan, and Stacy L. Coffey, CFP®. 💥 Register now to join us on December 3. #fiduciaryadvisors #wealthmanagement #RiseUp

Terri Kallsen CFP ® has great advice for #RIA leaders who want to embrace AI without losing the human touch: use AI as a catalyst for better thinking, faster insights, and deeper client relationships — while keeping empathy and trust at the center. Watch the latest episode of Rise Up! on YouTube as Rise CMO Jennifer Geoghegan and Terri Kallsen explore how AI is transforming the advisor’s role — from technician to trusted strategist — and why “the human in the loop” remains indispensable. The link to the full episode is in the comments. ⬇️ #wealthmanagament #RiseGrowthPartners

🚙 Our Managing Partner Joe Duran recently joined PRess Play: The StreetCred PR Podcast for a wide-ranging conversation about his career and the lessons that shaped his approach to leadership. Alongside hosts Elena Krasnow and Jimmy Moock, Joe dives into why firms lose their soul, how leaders can protect their purpose and why credibility and authentic storytelling matter more than ever. They also cover: ✨ How firms can rediscover meaning as they scale ✨ What it really feels like to sell a company ✨ The philosophy shaping Rise Growth Partners today ✨ Joe’s predictions for larger #RIAs …and much more! Don’t miss this conversation about true leadership, the importance of staying curious and how to build something meaningful that stands the test of time. ➡️ Listen in here: https://lnkd.in/erz8R5fK    

For fiduciary advisors, prospecting has never been about pipelines or lead lists. It’s the first fiduciary act—the moment you begin advocating for a client’s well-being, long before they sign on. As AI becomes part of the discovery process, many new questions emerge: 💡Can AI tools help advisors uncover deeper needs and proactively identify key life events without compromising ethics—or the trust that prospecting is built on? 💡Where’s the line between personalization and intrusion when using data to identify right-fit clients? 💡 How can fiduciary firms prioritize data governance in the age of AI? #CFPpros and #fiduciarysdvisors share your thoughts in the comments below or let us know what else is top of mind. 👇 We’re hosting our second AI webinar soon answering many of the questions we’ve received from advisors who want to use AI with intent while continuing to lead with purpose. Stacy L. Coffey, CFP® Jack Morgan and Terri Kallsen CFP ® have a LOT to share on this topic! And ICYMI, Terri’s recent article unpacks how advisors can embrace AI as a catalyst for better thinking, faster insights, and deeper client relationships while keeping empathy and trust at the center. ✍️ Share your thoughts below and 📖 read Terri’s article here: https://lnkd.in/e4agNjRW #CFPpro #fiduciaryadvisor #CFP

We’re proud to celebrate Rise Managing Partner and Chair-Elect of the CFP® Board, Terri Kallsen CFP ®, who has been named to the 2025 InvestmentNews Hot List. 🔥 Terri’s leadership has been instrumental in shaping the next era of RIA growth. Over the past year, she’s helped drive transformational investments at Rise—including OnePoint BFG Wealth Partners, Grimes & Company and Krilogy—unlocking scalable enterprise value, deeper advisor alignment and record-setting growth. A lifelong advocate for advisors and inclusion in financial planning, Terri continues to champion excellence and access in financial planning, empowering the next generation of advisors to lead with purpose and impact. Thank you for all that you do, Terri! View the full list of industry shakers here: https://lnkd.in/eHMqxSBC

✨ What an inspiring conversation last week! Our own Stacy L. Coffey, CFP®, Head of Advisory Partnership Success, joined an impressive panel of leaders at the Women in ETFs event in San Francisco to discuss Women, Wealth & ETFs. 🌟 The passion and engagement in the room around continuing to better serve women investors and advisors (utilizing ETFs) was undeniable! 🙌 Kudos to Casie Maurer of BlackRock, Cinthia Murphy of VettaFi and Elisabeth Kashner, CFA of FactSet for moving this conversation forward. 💡 At Rise we're energized by these conversations and committed to helping advisors and firms lead this change, creating more ways for women to invest, advise and thrive. #RiseGrowth #financialadvisors #womenandwealth

Are you thinking like an advisor? Or are you thinking like a business owner? With decades of experience building a successful #RIA firm and helping advisors grow along the way, Andy Schwartz, CFP®, CEO of OnePoint BFG Wealth Partners has incredible wisdom to share with advisors who want to reach their full potential. We're proud to partner with OnePoint BFG as they continue to elevate the advisor experience and set the standard for growing with intention. 🚀 👇Don't miss his new podcast with Chuck Downs.