John started Advisor Growth Strategies to do what he loves professionally – help business owners advance their financial advisory firms. His professional goal is to improve business management within the wealth management industry. Since the inception of Advisor Growth, John has worked with over 300 firms representing $400+ billion in investable assets. AGS has been trusted to help with some of the most important strategic decisions in the lifecycle of advisory including structuring new entities, optimizing business performance, and transaction advisory.
In addition to working with clients, John spends his time collaborating with the industry’s brightest minds to advance the wealth management profession. He conceptualized and created aRIA (alliance for Registered Advisors), a think tank made up of seven of the most successful industry firms dedicated to improve the RIA industry through a culture of continuous learning and sharing. Learn more about aRIA at a conference or by reading an industry report.
As a recognized thought leader, John has written dozens of research papers and whitepapers. John has contributed commentary to many financial publications such as The Wall Street Journal, Investment News, Barron’s, RIABiz, Financial-Planning, Think Advisor, CityWire and Financial Advisor. He is also invited regularly to speak at the major financial conferences in the industry including Barron’s, all major asset custodians, and FPA. John was recognized as one of the 25 Most Influential People in Wealth Management (the IA25). John has also been invited to speak about the future of the industry with various boards and industry organizations.
On a personal note, traveling with his wife Julie and adding to his wine collection are a few of the ways in which he rejuvenates. John also loves watching his two sons play competitive soccer and enjoys round of golf (the boys are quickly catching up to his handicap)! John keeps an eye on various sports in town, especially Arizona State and frequently gives back to schools, church, and various local charities.