# 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.

As of: 2026-10-06
Address: https://advisoriq.com/podcasts/the-modcast/

## 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: not stated, rss: https://rss.libsyn.com/shows/575310/destinations/4982080.xml, website: https://sites.libsyn.com/575310

## 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.

## Sources

- The show's RSS feed, checked 2026-10-06: https://rss.libsyn.com/shows/575310/destinations/4982080.xml
- SEC Investment Adviser Public Disclosure (IAPD), checked 2026-10-05: https://adviserinfo.sec.gov/

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## Cite as

AdvisorIQ, as of 2026-10-06. https://advisoriq.com/podcasts/the-modcast/

License: https://advisoriq.com/license/