Welcome back to Badass + Bulletproof! I'm Shona Gates, and in this thought-provoking episode, we're delving into the fascinating world of the anti-website movement in the coaching industry. 

Having navigated both paths successfully over the years, I'm peeling back the layers to reveal a deeper conversation.

Join me as we explore the intricacies of both sides, discussing how individual goals, values, and capacity play a pivotal role in determining whether embracing or shunning a website aligns with your journey. It's more than just an online presence; it's about aligning with your client buyer type and ideal audience.

This episode isn't about prescribing one-size-fits-all solutions. Instead, we're diving into the importance of trusting yourself to make decisions that resonate with your unique coaching approach. 

Tune in for insights that go beyond the surface and empower you to make intentional choices for yourself and your clients.

🔗 Explore the Full OVERFLOW program here: www.sexyselfish.com/theoverflow 

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* Coaching Strategies
* 		Business Empowerment
* 		Anti-Website Movement
* 		Client-Centric Approach
* 		Individual Goals
* 		Values Alignment
* 		Trusting Decisions
* 		Ideal Audience
* 		EmpowerHER Conversations
* 		Success Stories
* 		Goal Setting
* 		Resilient Leadership
* 		Business Wisdom
* 		Women Entrepreneurs
* 		Coaching Insights
* 		Online Presence
* 		Decision-Making Empowerment
* 		Authentic Leadership
* 		Navigating Challenges
* 		Strategic Coaching
* 		Unique Client Buyer Type
* 		Intentional Choices
* 		Trust Your Path
* 		Deep Conversations
* 		Empowered Decisions
* 		Business Transformation
* 		Women in Leadership
* 		Shona Speaks
* 		Podcast Wisdom
* 		Badass + Bulletproof

Do you really need a website ?

Snowden Lane entered 2025 on a high note. The firm had an active recruiting year, expanding its national footprint and posting record profitability and revenue with approximately $12 billion in AUM. 

Yet the highlight for CEO Robert Mooney was the decision to buy back a significant portion of the firm’s equity from its original financial backer, Estancia Capital. The firm also broadened ownership to more employees and managers while letting longer-tenured advisor partners cash in some vested chips at “an attractive valuation.” 

Now, 75% of firm ownership is in the hands of managers and employees. Mooney sees the pivot away from outside capital as something to celebrate, particularly as more competitors run toward private equity.  

In this episode of the RIA Edge Podcast, host David Armstrong talks with Mooney about the recent changes at Snowden Lane and how his firm is navigating the shifting dynamics in wealth management. 

Rob shares insights on:

- Why the wirehouses are still Snowden Lane’s best hunting grounds for talent, though he is starting to see serious opportunities to recruit from other RIAs; the firm recently added Charles Schwab as a custodian alongside its traditional partner Pershing.
- A new proprietary retirement transition plan that offers advisors eyeing the exits an early payout.
- The growing role of alternative investments, where the demand is coming from and how advisors are integrating them.
- Why firm executives are bringing more practicing advisors from the field offices into managing director roles to help with strategic growth decisions.
- The sustainability of current RIA valuations and what firms might be getting wrong. 
- The firm’s recent recapitalization and the benefits of broadening ownership in the firm to advisors and home-office employees. 

Resources:
 
RIA Edge Podcast: http://bit.ly/3YVhfof 
 
Connect With David Armstrong:
 
WealthManagement.com: http://bit.ly/3RKHvyY 
LinkedIn: WealthManagment.com: https://bit.ly/3YkoRAv 
LinkedIn: David Armstrong: https://www.linkedin.com/in/djamesarmstrong/ 
Twitter: David Armstrong: https://twitter.com/djamesarmstrong 
LinkedIn: Informa: https://bit.ly/3leEF9g 

Connect With Rob Mooney:

Snowden Lane Partners: https://snowdenlane.com/ 
LinkedIn: Snowden Lane Partners: https://www.linkedin.com/company/snowden-lane-partners/ 
LinkedIn: Rob Mooney: https://www.linkedin.com/in/robertjmooney/ 

About Our Guest:

Rob is the Managing Partner and Chief Executive Officer of Snowden Lane. Rob spent 22 years at Merrill Lynch, in New York, Singapore, Hong Kong, and London. He was General Counsel and Chief Business Risk Officer of Global Wealth Management and a member of the GWM Executive and Operating Committees. He previously held senior executive positions in International Private Client and the Asia Pacific Region. Rob started at Merrill Lynch in London (Europe, Middle East, and Africa Region) and before that worked at the U.S. Securities and Exchange Commission. He has a BA from Franklin and Marshall College and a JD from George Washington University. He is Chairman of the Board of Centurion, the oldest organization in the U.S. dedicated to freeing the wrongly convicted, and a founding Board member of the Christina Seix Academy, a residential school for underprivileged inner-city children. He is a former Board Chairman and Board member of the American Red Cross of Central New Jersey.


RIA Edge Podcast: CEO Rob Mooney On Snowden Lane’s Pivot to a ‘New Chapter’ in 2025

What makes a financial advisory firm truly sustainable in the competitive world of wealth management?

Join David Armstrong as he engages with Mark DeLotto, partner and corporate development officer at Simon Quick Advisors, on the firm’s distinctive growth journey and his roadmap for future growth. Mark offers insights into cultivating a culture of broad ownership, team collaboration, and strategies for organic growth driven by deep expertise in trusts and estate planning, and his ambition for more deal making in the RIA space. 

David and Mark discuss:

- The transformation of Simon Quick Advisors from an early focus as a family office, to advising a few institutions, to becoming a full-service wealth management firm for HNW and UHNW clients.  
- How broadening the number of next-gen employee owners has aligned the team around the firm’s goals and incentives, and the impact that decision has had on the firm’s growth trajectory. 
- Why the firm decided to bring estate planning intelligence in-house.
- The firm’s first three M&A deals, and how Mark and his partner believed in the mission to the point where they made personal guarantees to the bank to raise the capital to pursue a deal. 

Resources:
 
RIA Edge Podcast: http://bit.ly/3YVhfof 
 
Connect With David Armstrong:
 
WealthManagement.com: http://bit.ly/3RKHvyY 
LinkedIn: WealthManagment.com: https://bit.ly/3YkoRAv 
LinkedIn: David Armstrong: https://www.linkedin.com/in/djamesarmstrong/ 
Twitter: David Armstrong: https://twitter.com/djamesarmstrong 
LinkedIn: Informa: https://bit.ly/3leEF9g 

Connect With Mark DeLotto:

Simon Quick Advisors: https://simonquickadvisors.com/
LinkedIn: Simon Quick Advisors: https://www.linkedin.com/company/simonquickadvisors/
LinkedIn: Mark DeLotto: https://www.linkedin.com/in/mark-delotto-2a42044/
Facebook: Simon Quick Advisors: https://www.facebook.com/Simonquickadvisors/
Twitter: Simon Quick Advisors: https://www.twitter.com/SimonQuickAdvrs

About Our Guest:

Mr. DeLotto joined Simon Quick in April 2007 and currently serves as the Partner and Corporate Development Officer, with primary responsibility over the areas of finance and operations. He also oversees human resources, legal, compliance, technology, and infrastructure, and, as a member of the Management Committee, contributes to the firm’s strategic direction, business development, and business planning. He also sits on the firm's Operating Committee. In early 2013, Mr. DeLotto became an equity partner of Simon Quick.

Mr. DeLotto began his career with Fleet/Quick & Reilly as a Financial Advisor. At the Bank of America Investment Services, he managed and serviced client assets. He earned Series 7, Series 66, and New Jersey Life and Health Insurance Producer Licenses and was selected to partner with a successful team of advisors in 2005.

Prior to joining Simon Quick, Mr. DeLotto supervised, mentored, and coached over forty financial advisors and sales assistants as a licensed market principal at Bank of America Investment Services, Inc.

Mr. DeLotto has a BS in Business Administration with a concentration in Finance from Villanova University School of Business. He is an active member in the Morris/Somerset Chapter of the Villanova Alumni Association and was an active member of The Villanova School of Business and served as a mentor in the Commerce and Finance Counselor program. A graduate of the Delbarton School in Morristown, NJ, he currently serves on the Board of the Alumni Association and is the Co-Chair of the school’s annual fundraising effort. Mark currently sits on the Technology Advisory Board for both Pershing LLC (an affiliate of BNY Mellon) and Fortigent LLC (an affiliate of LPL Financial). Mark sits on the Board of Directors for the ARC of Morris County, an organization dedicated to people affected by intellectual and related developmental disabilities and their families in Morris County.

RIA Edge Podcast: Building Wealth Firms That Last with Mark DeLotto

Welcome to The Mums Manifesting Wealth podcast, Im your host Shona Gates,Im a mum, Multi passionate entrepreneur , and founder of Sexy Selfish ,  and the creator of the Badass + Bulletproof System. I help ambitious fempreneurs who desire to create both income + impact, to do it from a place of integrity. Join me for conversations on money manifesting, business growth, radical self-trust, magnetic marketing, sex, honesty and creating legacy and abundance in your life and business. 
www.sexyselfish.com

New tracks tagged #ClientCentricApproach