
John Furey
Founder and managing partner of Advisor Growth Strategies, a consulting and M&A advisory firm serving the RIA industry, sharing experience on rebranding, strategic positioning, and growth for advisory firms.
Best podcasts with John Furey
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Aug 22, 2023 • 59min
John Furey On How Multi-Billion-Dollar RIAs and Private Equity Are Reshaping the RIA Landscape
John Furey, Founder and Managing Partner of Advisor Growth Strategies, discusses how large RIA firms and private equity investors are reshaping the financial advisory landscape. Topics include the growth and challenges of independent advisors, the Alliance for RIAs, private equity-backed firms, breakaway brokers, small lifestyle advisory firms, asset concentration, and the importance of strategic planning in the RIA industry.

Dec 2, 2025 • 33min
John Furey: When RIAs Should Rebrand—and How to Make the Call
John Furey, founder and managing partner of Advisor Growth Strategies, discusses the critical timing for RIAs to consider rebranding. He shares insights on how market research can reveal that a brand no longer reflects true value. Furey outlines key signs it's time for a change, such as stagnant growth and outdated messaging. He emphasizes the importance of embedding brand strategy within team processes for consistency. The conversation also highlights tailoring communication to ensure clients feel understood, ultimately guiding RIAs toward innovative growth.


