{"type":"podcast","title":"The Modcast","lead":"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.","as_of":"2026-10-06","facts":{"hosts":"Jason Gordo and Gary Roth","firm":"Modern Wealth Management","audience":"advisors","topic":"Practice management","summary":"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.","host_verification":"registered investment adviser representative, verified against IAPD on 2026-10-05","episodes_last_90_days":"4","latest_episodes":[{"title":"028: The 7 Levers of Growth with David Canter","published_on":"2026-09-29","url":"https://408f59e9-92f6-4be6-8a01-fe5f253cda0b.libsyn.com/028-the-7-levers-of-growth-with-david-canter"},{"title":"027: RIA Value Drivers, Multiples, and the Seller Mindset with Derek Bruton","published_on":"2026-08-18","url":"https://408f59e9-92f6-4be6-8a01-fe5f253cda0b.libsyn.com/027-ria-value-drivers-multiples-and-the-seller-mindset-with-derek-bruton"},{"title":"026: A Record Start to 2026 RIA M&A","published_on":"2026-07-28","url":"https://408f59e9-92f6-4be6-8a01-fe5f253cda0b.libsyn.com/026-a-record-start-to-2026-ria-ma"},{"title":"025: 5 Hidden Traps of Running an RIA","published_on":"2026-07-14","url":"https://408f59e9-92f6-4be6-8a01-fe5f253cda0b.libsyn.com/025-5-hidden-traps-of-running-an-ria"},{"title":"024: AI in the RIA Space: Beyond the Hype Pt. 2","published_on":"2026-06-09","url":"https://408f59e9-92f6-4be6-8a01-fe5f253cda0b.libsyn.com/024-ai-in-the-ria-space-beyond-the-hype-pt-2"},{"title":"023: David Canter's 6 Key Assumptions About the RIA Industry & the Characteristics of a True Platform","published_on":"2026-05-27","url":"https://408f59e9-92f6-4be6-8a01-fe5f253cda0b.libsyn.com/023-the-6-key-assumptions-about-the-ria-industry-the-characteristics-of-a-true-platform-with-david-canter"},{"title":"022: AI in the RIA Space - Beyond the Hype Pt. 1","published_on":"2026-05-12","url":"https://408f59e9-92f6-4be6-8a01-fe5f253cda0b.libsyn.com/022-ai-in-the-ria-space-beyond-the-hype-pt-1"},{"title":"021: Three Years of Modern Wealth Management","published_on":"2026-04-21","url":"https://408f59e9-92f6-4be6-8a01-fe5f253cda0b.libsyn.com/021-three-years-of-modern-wealth-management"},{"title":"020: Navigating Succession and Growth in a Financial Advisory Firm","published_on":"2026-04-15","url":"https://408f59e9-92f6-4be6-8a01-fe5f253cda0b.libsyn.com/020-navigating-succession-and-growth-in-a-financial-advisory-firm"},{"title":"019: Talent Initiatives: Why Leveling Up Your Team Matters","published_on":"2026-03-10","url":"https://408f59e9-92f6-4be6-8a01-fe5f253cda0b.libsyn.com/019-talent-initiatives-why-leveling-up-your-team-matters"}],"links":{"apple_podcasts":"https://podcasts.apple.com/us/podcast/the-modcast/id1807342411","spotify":null,"rss":"https://rss.libsyn.com/shows/575310/destinations/4982080.xml","website":"https://sites.libsyn.com/575310"}},"sources":[{"url":"https://rss.libsyn.com/shows/575310/destinations/4982080.xml","label":"The show's RSS feed","checked":"2026-10-06"},{"url":"https://adviserinfo.sec.gov/","label":"SEC Investment Adviser Public Disclosure (IAPD)","checked":"2026-10-05"}],"related":[{"title":"All advisor-hosted podcasts","url":"https://advisoriq.com/podcasts/"},{"title":"Practice management on AdvisorIQ","url":"https://advisoriq.com/topics/practice-management/"},{"title":"Attractive Advisor","url":"https://advisoriq.com/podcasts/attractive-advisor/"},{"title":"Financial Advisor Marketing Playbook","url":"https://advisoriq.com/podcasts/financial-advisor-marketing-playbook/"},{"title":"Financial Advisor's Workshop","url":"https://advisoriq.com/podcasts/financial-advisors-workshop/"},{"title":"For Advisors By Advisors","url":"https://advisoriq.com/podcasts/for-advisors-by-advisors/"},{"title":"FutureProof Advisor Podcast","url":"https://advisoriq.com/podcasts/futureproof-advisor-podcast/"},{"title":"Her Life, Her Practice, Her Way","url":"https://advisoriq.com/podcasts/her-life-her-practice-her-way/"}],"notes":["Inclusion is editorial and never paid. AdvisorIQ does not accept money, sponsorship or anything else of value to list a show.","Every listed show has at least one host who currently holds an investment adviser registration, checked against the SEC's Investment Adviser Public Disclosure (IAPD) records on the date shown.","AdvisorIQ does not endorse the views expressed on these shows, and listing one is not a recommendation of its hosts or their firms.","Episodes link to each show's own pages. AdvisorIQ does not host or copy audio; episode titles are the show's own."],"url":"https://advisoriq.com/podcasts/the-modcast/","citation":"AdvisorIQ, as of 2026-10-06. https://advisoriq.com/podcasts/the-modcast/","license":"https://advisoriq.com/license/","publisher":"AdvisorIQ, independent education for financial advisors","disclaimer":"Summaries of rules set by designation bodies and regulators, which have the final word."}