Jon Foster

CEO, Angeles Wealth Management

Jonathan Foster's ‘Open Architecture’ Approach to HNW Markets

David asks Jon about his approach to HNW clients through an "open architecture" service model, putting the advisor on the same side as the client, and also shares how he prioritizes organic growth through a culture of storytellers.

Brandon Kawal on 'Life After the Gold Rush' in the 2024 Deal Room Report

David and Brandon discuss remaining buoyant in the M&A market despite the challenges of 2022, and the significance of meeting the needs of both sellers and buyers, particularly in terms of succession planning and potential partnerships.

Brandon Kawal

Partner, Advisor Growth Strategies

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