Rise Growth Partners

We are thrilled to announce that our very own Terri Kallsen CFP ® has been featured as a Female Trailblazer of the Year in this year’s Women’s Issue of  InvestmentNews!🏆 Following The InvestmentNews 2024 Women to Watch Awards event in New York earlier this month, Terri has earned a spot among the most influential women in the industry. Terri’s passion for financial planning ignited early in her life, and this strong foundation has been the driving force behind her remarkable success. We are proud to have her as a key member of our leadership team. Learn more about the awards and Terri’s journey in wealth management at the link below. https://lnkd.in/gj68HvY3

At this year's Nitrogen Fearless Investing Summit, Joe Duran, shared powerful insights on how advisory firms can break through growth barriers and scale effectively. The key? A bold vision and a clear, actionable roadmap. Joe emphasized the importance of aligning your brand promise with client expectations - and consistently checking in with clients to ensure satisfaction and drive continuous improvement. Catch the full interview with WealthManagement.com below to learn about the critical elements of organic growth that can help your firm evolve and thrive. https://lnkd.in/g-4tjecU

Terri Kallsen CFP ®, managing partner here at Rise had the pleasure of joining Gregg Greenberg from InvestmentNews on 'IN the Nasdaq' to discuss how we as a team are transforming the RIA landscape. "We invest into an RIA and we bring the expertise. When we first partnered with Bleakley Financial Group, they had a $200M pipeline of potential acquisitions. Within a few days of our partnership, that number went from $200 million to $8 billion." How did this happen? By leveraging the deep industry expertise of our team and the strategic support we provide to our partners. At Rise, we don’t just invest in an RIA — we invest in the people, processes and growth potential that drive lasting success. The opportunity to work with a firm like Bleakley, backed by our experienced team, is a game-changer for RIAs looking to scale and expand in today’s competitive market. We are excited for what’s next as we continue to grow and create value across the wealth management space. https://lnkd.in/gKnM7tut

✨ Update from the Women Advisor Summit in Tribeca, New York! ✨ Terri Kallsen CFP ® Kallsen is currently attending the Women Advisor Summit, hosted by InvestmentNews News at the stunning Tribeca 360° venue. She’s soaking in the energy, connecting with fellow industry leaders, and awaiting tonight’s announcement of the Excellence Award winners! 🏆🌟 Her nomination is a testament to her dedication and leadership, and we couldn’t be prouder. Join us in cheering Terri on as we anticipate the final results. Stay tuned for more updates soon! #WomensAdvisorSummit #InvestmentNews #Leadership #Excellence #NYC

Joe Duran joined Tricia Rothschild on stage at Nitrogen's Fearless Investing Summit to discuss the "soul organic growth" for today's RIAs. Their conversation centered on the importance of cultivating authentic relationships and aligning business practices with core values for meaningful, sustainable growth. Attendees left with valuable insights on navigating the evolving financial landscape and implementing strategies that resonate deeply with their mission. A special thank you to Nitrogen for hosting our team and making this event possible. #FISummit #RIAs #FinancialAdvisors #Leadership

We are thrilled to share that our Managing Partner, Terri Kallsen CFP ®, recently joined Craig Iskowitz on the WealthTech Today podcast! 🎙️ With extensive experience in the wealth management industry, Terri brings invaluable insights into the M&A space and the strategic growth of RIAs. In this episode, Terri and Craig discuss: 🔹 How Rise Growth Partners approaches investments in RIAs 🔹 The structure behind our investment strategy 🔹 The tech stack we utilize to drive efficiency and scalability If you're interested in the trends and best practices in wealth management technology, this is an episode you won't want to miss. Tune in to hear Terri's expertise and learn how Rise Growth Partners is shaping the future of the industry. #WealthManagement #RIAs #GrowthStrategy https://lnkd.in/giKY3h4S

Rise Growth Partners is proud to have the support of Charlesbank Capital Partners. We bring Capital + Strategic Expertise as we partner with exceptional advisory firms to Rise Faster Together! #WealthManagement #PrivateEquity #RIAPartnerships #FinancialAdvisors #StrategicInvestments #CapitalInvestment #BusinessGrowth #AdvisoryFirms https://lnkd.in/gBFVefFV

🎙️ Hosted by Darius Mirshahzadeh, serial entrepreneur and culture-building expert, The Greatness Machine podcast dives into conversations with today’s most inspiring leaders. In this episode, Darius sits down with Terri Kallsen CFP ® Kallsen as she shares her unique insights on achieving "Excellence in Action." 🌟 Dive into Terri's inspiring journey to success, exploring practical steps to elevate performance in both career and life. This conversation delivers actionable strategies and valuable takeaways for anyone looking to make a meaningful impact. 💼✨ 🔗 Tune in now to learn from these powerhouse voices of resilience and purpose! #Leadership #ExcellenceInAction #PodcastEpisode #CareerGrowth #Success #TheGreatnessMachine https://lnkd.in/gCzQk4Jr

Recently, our Managing Partner, Joe Duran, joined Rusty Sommer on 'In the Money' podcast to share his insights on the pressing challenges and opportunities facing financial advisors today. In this episode, Joe and Rusty explore the unique headwinds advisors encounter daily and discuss how Rise is uniquely positioned to help them overcome these barriers. Don’t miss this opportunity to gain the strategies that can elevate your practice and drive organic growth. 🎧 Listen to the episode here! https://lnkd.in/gMMGz5Fh

🌟 A Huge Congratulations to Terri Kallsen CFP ®! 🌟 We are incredibly proud to celebrate our Managing Partner, Terri Kallsen, for being honored with the Executive Excellence Award by InvestmentNews' Women To Watch 2024! 🏆 This prestigious award recognizes her remarkable leadership and dedication to driving excellence in the financial industry. Terri continues to inspire us at Rise Growth Partners with her vision, commitment, and outstanding contributions. Join us in celebrating her outstanding leadership and impact at the Women To Watch 2024 event on November 6 at Tribeca 360! https://hubs.la/Q02Shsf60 #ExecutiveExcellence #WomenToWatch #Leadership #WomenInFinance #RiseGrowth #CongratulationsTerri