Next Mile
Solving the RIA Puzzle: Leadership, Platforms, and the Missing Layer
Listen to this week’s episode.
Episode 099: On this week’s episode of Next Mile, I speak with Brian Shenson, Managing Partner and COO at Rise Growth Partners. With more than two decades of experience working with financial professionals, Brian has developed a deep understanding of the business fundamentals and operational aspects of wealth management services.
We explore the evolving landscape of advisor tech and the power of intentional growth. Brian shares lessons from his journey through Schwab, consulting, and BCG, diving into the challenges firms face with tech sprawl, data integration, and delivering personalized client experiences. We also discuss how Rise is helping mid-market RIAs scale with purpose, leverage data more effectively, and build modern platforms that prioritize human connection and operational clarity.
Key Takeaways
To build advisor platforms that can evolve with changing client and advisor needs, firms must separate the experience layer, business functionality, and data. This foundational architecture is key to long-term flexibility and scalability.
As firms grow—especially through M&A—they face a tangled web of tools and data. Middleware isn’t just a tech buzzword; it’s the critical infrastructure that transforms fragmented platforms into cohesive, advisor-friendly experiences.
Many firms delay tough integration work in favor of short-term growth. But without intentional platform decisions and cultural alignment, that tech debt builds silently, eventually stalling progress and creating friction at scale.
The best firms are redesigning workflows to let advisors spend more time in front of clients and less time in back-office systems. Separating advice creation from advice execution—with the right tools and teams—is a game changer.
Quotes
“There’s a desire to learn and copy the innovations in the independent space because the independents are moving very fast. They’re trying things, they’re breaking things.” ~ Brian Shenson
“With Rise, and because of our strategy and attention to getting it right, we’re thinking as much about culture fit and platform fit. Those things matter almost as much, if not more than just the math.” ~ Brian Shenson
“What Rise is trying to do is back great entrepreneurs who have great businesses that want to have a meaningful impact on the industry. We want to provide them with the capital they need to get there, the expertise to support their journey, and to create an ecosystem of support around them.” ~ Brian Shenson
Links
United Capital Financial Advisors
Connect with our hosts
Subscribe and stay in touch
While there, please don’t forget to Download, Like, and Subscribe.
If you’d like to schedule a time to talk with me about anything we cover on our podcast or Milemarker, click here for 15 minutes.
Kyle Van Pelt