1 rich Libsyn https://www.libsyn.com 90 600 Matt Heine welcomes Michael Goodman, President of Wealthstream Advisors Inc., for an in-depth conversation on building and scaling a successful advice firm, recognised as a “Best Place to Work.” Based in Manhattan, Michael reflects on his 29 year journey - from starting the practice solo to managing $1.7 billion in AUM with a 23-person team. He discusses the power of process, workflows and capacity planning, why culture has been his greatest differentiator, and how he has created a widely respected ownership model for staff. They also explore U.S. industry trends including private equity rollups, de-consolidation, and succession challenges, plus how AI and technology are reshaping advice delivery. A must-listen for anyone interested in leadership, growth and the future of financial planning. Between Meetings with Matt Heine https://www.netwealth.com.au <iframe title="Libsyn Player" style="border: none" src="//html5-player.libsyn.com/embed/episode/id/38521810/height/90/theme/custom/thumbnail/yes/direction/forward/render-playlist/no/custom-color/88AA3C/" height="90" width="600" scrolling="no" allowfullscreen webkitallowfullscreen mozallowfullscreen oallowfullscreen msallowfullscreen></iframe> https://assets.libsyn.com/secure/item/38521810