Podcasts · For advisors
The Modcast
As of Oct 6, 2026, The Modcast, hosted by Jason Gordo and Gary Roth of Modern Wealth Management, has published 4 episodes in the last 90 days; the latest is "028: The 7 Levers of Growth with David Canter" on Sep 29, 2026.
The two co-founders of an independent RIA talk about building and growing their firm. Topics include RIA mergers and valuations, the hidden traps of running a firm, and where AI is and is not useful in an advisory business.
- Hosts
- Jason Gordo and Gary Roth
- Firm
- Modern Wealth Management
- For
- Advisors
- Topic
- Practice management
- Latest episode
- Sep 29, 2026
Host verified as a registered investment adviser representative against IAPD on Oct 5, 2026.
Latest episodes
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Sep 29, 2026
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Aug 18, 2026
027: RIA Value Drivers, Multiples, and the Seller Mindset with Derek Bruton 36 min
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Jul 28, 2026
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Jul 14, 2026
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Jun 9, 2026
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May 27, 2026
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May 12, 2026
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Apr 21, 2026
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Apr 15, 2026
020: Navigating Succession and Growth in a Financial Advisory Firm 37 min
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Mar 10, 2026
019: Talent Initiatives: Why Leveling Up Your Team Matters 21 min
From the show's feed, read Oct 6, 2026. Titles are the show's own; links open the show's pages.
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