Inside the Mind of the NextGen Advisor: Novare Capital

About this episode

Mark Bruno explores the motivations and interests of Next Generation advisors at Novare Capital.

In this episode of RIA+, Mark Bruno goes “Inside the minds” of four Next Generation advisors who are with Novare Capital, Emigrant’s newest partner firm. With a growing number of RIA founders looking to attract and develop young talent, this discussion features a group of rising stars about what sparked their interest in wealth management. It also focuses on what has motivated each of these advisors to continue to hone their skills and dedicate their careers to financial advice. N...

People in this episode

Host: Mark Bruno

Topics covered

• Next Generation Advisors
• Wealth Management
• Talent Development
• Financial Advice
• RIA Founders

Keywords

• NextGen Advisor
• wealth management
• financial advice
• Novare Capital
• Emigrant
• RIA
• talent development

Mentioned in this episode

Organizations: Novare Capital, Emigrant

More episodes of RIA+

• Reinventing the Model: Jim Dickson on the Future of Partnership · May 5, 2026 · 32 min
• The “Dangerous Middle” — And How RIAs Can Scale Through It · March 23, 2026 · 57 min
• Differentiation by Design: One-on-one with Abacus Wealth Partners' Neela Hummel · February 12, 2026 · 45 min
• The Big Picture: How AI Will Re-Shape the Business of Wealth Management · December 16, 2025 · 54 min
• An RIA Marketing Playbook: How Three Top RIAs are Re-Writing the Rules of Advisor Marketing · October 15, 2025 · 55 min
• The 10% Rule: The New Rule of Organic Growth · August 13, 2025 · 33 min