Joe Duran

Joe Duran is the Managing Partner of Rise Growth Partners, a firm dedicated to helping businesses scale and thrive through strategic investment and advisory services. A seasoned entrepreneur and financial expert, Joe has a proven track record of building and growing successful companies. He is widely recognized for his leadership in the wealth management industry, having founded and led innovative financial firms that transformed the sector.

 

With a passion for empowering business leaders, Joe leverages his expertise to guide companies through critical growth phases. His insights on finance, leadership, and business strategy have made him a sought-after speaker and advisor.

 

Beyond his professional endeavors, Joe is a thought leader who shares valuable perspectives on money, investing, and entrepreneurship. You can follow his latest insights on Twitter at @DuranMoney, where he regularly engages with business leaders, investors, and innovators.

 

Joe Duran
Displaying 115 results
YOUR PRACTICE PRACTICE MANAGEMENT JUN 22, 2015
No bull: Why it's a good idea to risk everything

The United Capital chief recounts the lessons he's learned from running with the bulls in Pamplona over the past four decades.

YOUR PRACTICE PRACTICE MANAGEMENT JUN 22, 2015
How to make better decisions for you and your clients

Greece shows how bad decisions can add up to create a nightmare.

YOUR PRACTICE FINTECH JUN 04, 2015
Uber versus yellow cabs: A fight advisers should watch

This loud battle provides some important lessons for financial advisers who want to avoid going the way of the cab driver.

Secrets to growth: The difference between a racehorse and a pack mule
YOUR PRACTICE PRACTICE MANAGEMENT MAY 13, 2015
Secrets to growth: The difference between a racehorse and a pack mule

Why some advisory firms are stuck and will likely remain stuck while others will likely burst to new levels.

Lessons from Duke's Coach K: 3 keys to leading an exceptional team
YOUR PRACTICE PRACTICE MANAGEMENT MAY 05, 2015
Lessons from Duke's Coach K: 3 keys to leading an exceptional team

The legendary coach, coming off another national championship, offers business leaders insight on what it takes to build a sustainable winning team

Don't be left behind by robo revolution
YOUR PRACTICE FINTECH APR 08, 2015
Don't be left behind by robo revolution

Entrance of big players like Schwab will accelerate changes in the way financial advice is delivered to consumers

YOUR PRACTICE PRACTICE MANAGEMENT MAR 23, 2015
Are your clients as wealthy as they are rich?

3 questions about their clients' goals advisers need to consider

Goodbye wealth management, hello financial life management
YOUR PRACTICE PRACTICE MANAGEMENT MAR 23, 2015
Goodbye wealth management, hello financial life management

For professionals working with clients on life and investment choices, it's time for a new category to capture what they do.

YOUR PRACTICE PRACTICE MANAGEMENT MAR 10, 2015
How to evaluate and cope with the people who make mistakes

For National Football League teams fighting for post-season positioning, every play seems important, every mistake magnified. Mistakes can be something everyone runs from or a catalyst for learning and growing. How do you handle them?

Fidelity's acquisition of eMoney Advisor could be a watershed moment for the advice industry
NEWS RIAS FEB 24, 2015
Fidelity's acquisition of eMoney Advisor could be a watershed moment for the advice industry

Independent advisers might look at this deal as a 'canary in the coal mine moment'.