31: $30B RIA Platform Co-Founder Scott Colangelo on Entrepreneurship in Financial Services| Why Collaboration is the Future of Growth | How to Innovate Product Development and Put People First

Ever wondered how the giants in financial advisory scale? Today, join Stacy and Scott Colangelo, Chairman and Managing Partner of Prime Capital Investment, a $30B powerhouse, for an exclusive look behind the scenes.

Listen in as they discuss: 

• His backstory – what he learned about from watching his dad succeed in financial management after starting from ground zero 
• How your ego can stifle your boutique's success 
• Collaboration strategies that could 10X your RIA’s potential. 
• The role of products in organic growth 

…and so much more.

About Scott Colangelo:

Scott Colangelo is the Chairman and Managing Partner of Prime Capital Investment Advisors (PCIA), and the creator of Qualified Plan Advisors (QPA). Forward-thinking in the financial business, Scott is responsible for the strategy and growth of these companies.

When Scott’s not working hard for his clients and team, he is spending time traveling with his family. “The concept of work-life balance, unfortunately, doesn’t happen often enough in our business. But our team approach provides a support system that allows us time to be with our families.”

Scott holds a Bachelor of Science degree in finance with a minor in marketing from Kansas State University, as well as FINRA Series 7, 63, and 66 registrations. In his own words, his two hobbies are basketball and golf, “although I’m not very good at either.”

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Running a fund is hard enough.
Ops shouldn’t be.
Meet the team that makes it easier. | billiondollarbackstory.com/ultimus