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In this episode of The Wealth Horizon Podcast, host Rosemary Denney, CEO at Wealth Matters Consulting, sits down with Brian Hughes, president of Eton Advisors, for a conversation about what it takes to grow a modern advisory firm with clarity and discipline.
With a long track record of guiding some of the industry's top wealth management teams, Brian shares what he's learned about scaling intentionally, offering his perspective on client engagement, team development and the smart use of digital tools. He also touches on the most common mistakes firms make when trying to grow too quickly or without a clear strategy.
If you're building a boutique advisory practice or charting the next chapter for your multi-family office, this conversation offers perspective worth hearing.
Key Topics Discussed in This Episode:
1. Brian’s Journey to Eton Advisors
Brian shares his background in the wealth management industry and the path that led him to his current role at Eton Advisors. He discusses the evolution of his career, the lessons he’s learned and how those experiences shape his approach to leadership and firm growth today.
2. The Challenges of Firm GrowthScaling a wealth management firm isn’t just about getting more clients—it’s about having the right infrastructure in place. Brian and Rosemary discuss:
The differences between organic growth (referrals, client retention and internal development) vs. inorganic growth (acquisitions, mergers and partnerships).Why firms struggle to scale effectively without a clear strategic plan.How key performance indicators (KPIs) play a critical role in tracking progress and making data-driven decisions.3. The Power of Digital Marketing and Thought Leadership
Marketing in the wealth management industry has changed dramatically. Brian emphasizes the importance of digital marketing, content creation and thought leadership as essential tools for growth. In this discussion, they cover:
How firms can leverage content marketing to establish credibility.The role of social media, blogs and podcasts in client engagement.Why traditional sales tactics aren’t enough in today’s digital-first world.4. The Role of Scalability and Systems in Growth
Many advisors reach a plateau because they don’t have the right systems in place. Brian shares insights on how firms can:
Build a scalable client service model that allows for sustainable growth.Leverage technology and automation to improve efficiency.Create repeatable processes that free up advisors to focus on client relationships.5. Common Pitfalls to Avoid in Wealth Management Growth
Brian and Rosemary discuss some of the biggest mistakes firms make, including:
❌ Failing to track key performance indicators (KPIs) and flying blind.
❌ Not having a defined growth strategy—relying too heavily on referrals without a proactive plan.
❌ Neglecting client engagement and retention while focusing too much on new acquisitions.
6. The Evolving Landscape of Client Acquisition and Engagement
Today’s clients expect more from their financial advisors. The conversation highlights:
The shift in client expectations and how firms can adapt.The importance of building authentic relationships through digital and in-person interactions.Why transparency and trust are more critical than ever in client communications.All episodes of The Wealth Horizon podcast are available on Apple Podcasts, Spotify and more. Subscribe today to receive new episodes as soon as they premiere.
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In honor of Women's Month this March, the inaugural episode of The Wealth Horizon Podcast features a special conversation with Mel Lagomasino, wealth management industry leader and chief executive officer & managing partner at WE Family Offices. Host Rosemary Denney, chief executive officer at Wealth Matters Consulting, sits down with Mel for a deep and insightful discussion about her career, the evolving role of women in finance and the future of wealth management.
With over three decades of experience advising some of the world’s wealthiest families, Mel shares her personal journey—from immigrating from Cuba to leading major financial institutions like JP Morgan Private Bank. She reflects on how her early experiences shaped her passion for helping families navigate wealth transitions and make thoughtful financial decisions.
Key takeaways from this episode include:
The Importance of Listening in Wealth Management: How successful wealth advisors focus on genuinely understanding clients' needs, with women excelling in this aspect due to their ability to ask insightful questions and listen attentively.The Growing Role of Women in Financial Decision-Making: How women are increasingly becoming the primary financial decision-makers, and why wealth management firms need to engage and educate them more effectively.Career Advice for Women in Finance: Mel's advice for women in wealth management to embrace their natural strengths and follow their passions to unlock incredible opportunities.The Value of Diversity in Financial Teams: Why a diverse team, with a balance of seasoned advisors and younger, tech-savvy professionals, is essential to meet the complex needs of clients and adapt to an evolving industry.The Impact of Technology on Wealth Management: How AI and digital advancements will reshape the industry, but why the human element of personalized, relationship-driven advice will remain essential to successful wealth management.This conversation with Mel highlights the major shifts in wealth management—from the growing influence of women to the impact of technology. As the industry evolves, success will depend on embracing diversity, prioritizing relationships and empowering clients with knowledge. Mel's insights offer valuable lessons for women and anyone navigating the future of finance.
All episodes of The Wealth Horizon podcast are available on Apple Podcasts, Spotify and more. Subscribe today to receive new episodes as soon as they premiere.
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