AI, data warehouse, and process automation

About this episode…

Over the last decade, scale has become one of the defining themes in wealth management. Larger firms promise broader resources, deeper infrastructure, and expanded opportunity. But they also raise a fair question: at what point does growth begin to work against the client experience it’s meant to enhance?

That’s the center of today’s conversation.

Jason Ozur and his partners at Lido Advisors have built one of the largest RIAs in the country, managing more than $40B in assets, while maintaining a family-office mindset and a distinctly client-first culture. What’s notable is not just the firm’s growth, but how intentionally it has been pursued.

Jason talks about Lido’s growth story and more with Jason Diamond, including:

• The real constraints on growth—and the roles of culture, capital, and clients.
• The role of the wirehouses in the modern landscape and how the RIA model differs.
• The realities of scale—and what it enables when done thoughtfully.
• The concept of “bigger is better”—and why Jason sees that as an oversimplification.
• Integration versus aggregation—and how Lido evaluates acquisitions.
• The evolving role of private equity in the RIA space—and why access to capital doesn’t have to come at the expense of independence or client outcomes.

It’s a candid look at what sustainable growth actually means—and what advisors and owners should consider as firms across the industry continue to grow.

Want to learn more about where, why, and how advisors like you are moving? Click to contact us or call 908-879-1002.