About Gladstone — https://gstoneinc.com/

About Modern Wealth Management – https://www.modwm.com/

Steven Clark sits down with Jason Gordo, President and Co-Founder of Modern Wealth Management, for an unfiltered conversation.

Modern is one of the fastest-growing aggregators in the industry, now over $15 billion in AUM in just 40 months. Gordo answers the questions Gladstone hears constantly from RIA owners considering a sale, from what private equity has really done to the industry to how a buyer actually separates true growers from lifestyle businesses looking for an exit.

For an owner weighing timing or wondering how buyers really evaluate a firm, it's a direct look behind the curtain from someone building one of them.

[09:00] What United Capital and Goldman Sachs Taught Him About Building It Right

[26:00] What Do Aggregators Think About Exiting Founders?

[29:00] Is PE a net good or a net bad for the industry? — Gordo's Unfiltered Take

[33:00] Why Revenue Quality Matters More Than Scale

[37:00] What Inning Are RIA Valuations In?

[39:00] Is the Advisor Shortage Overblown?

[44:00] Bold Prediction: Q4 2026 Will Be the Biggest Consolidation Quarter Ever

The Hunter Podcast is hosted by Steven Clark, Senior Managing Director and President of Search at Gladstone Group, and features conversations with executives and leaders driving change across asset management, wealth management, insurance, and fintech. New episodes are released regularly as part of Gladstone's ongoing content series.

Enjoyed this conversation? Gladstone Group brings nearly four decades of relationships and pattern recognition to RIAs and wealth management firms navigating M&A, executive search, and valuation decisions. Visit gstoneinc.com to learn more about our services or to get in touch with our team.

Looking for your next search or considering what your firm is worth? Reach out through gstoneinc.com to start the conversation.

Subscribe to The Hunter Podcast to catch every episode, and follow Gladstone Group on LinkedIn for the latest insights on M&A, talent, and growth in the wealth management industry.

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