<description>&lt;p&gt;&lt;div class="vc_row element-row row highend_6972270092b58"&gt;&lt;div class="wpb_column vc_column_container vc_col-sm-12"&gt;&lt;div class="vc_column-inner"&gt;&lt;div class="wpb_wrapper"&gt; &lt;div class="wpb_text_column wpb_content_element" &gt; &lt;div class="wpb_wrapper"&gt; &lt;h3&gt;&lt;strong&gt;With Brandon Ross, CFP® — Co-Founder and Co-CEO, Quotient Wealth Partners&lt;/strong&gt;&lt;/h3&gt; &lt;div class="i_jYa VP_4j"&gt; &lt;div&gt;&lt;/div&gt; &lt;div class="Cvgi1"&gt; &lt;div class="bK30V" data-testid="post-watched"&gt; &lt;div class="dp1RD"&gt;&lt;/div&gt; &lt;/div&gt; &lt;/div&gt; &lt;/div&gt; &lt;/div&gt; &lt;/div&gt; &lt;div class="wpb_text_column wpb_content_element vc_custom_1765999026401" &gt; &lt;div class="wpb_wrapper"&gt; &lt;p&gt;&lt;strong&gt;Overview&lt;/strong&gt;&lt;/p&gt; &lt;p&gt;&lt;em&gt;Quotient Wealth Partners proves that enterprise-scale growth doesn’t require private equity or shortcuts. This episode breaks down how discipline, culture, and organic momentum drove the firm’s rise to $4.4B—without sacrificing independence or client experience.&lt;/em&gt;&lt;/p&gt; &lt;/div&gt; &lt;/div&gt; &lt;/div&gt;&lt;/div&gt;&lt;/div&gt;&lt;/div&gt;&lt;div class="vc_row element-row row highend_6972270092dd8"&gt;&lt;div class="wpb_column vc_column_container vc_col-sm-12"&gt;&lt;div class="vc_column-inner"&gt;&lt;div class="wpb_wrapper"&gt; &lt;div class="wpb_text_column wpb_content_element" &gt; &lt;div class="wpb_wrapper"&gt; &lt;h3&gt;Watch&amp;#8230;&lt;/h3&gt; &lt;div class="shortcode-wrapper shortcode-video fitVids clearfix hb-animate-element hb-left-to-right" style="width:100%;" data-delay="2"&gt;&lt;span&gt;&lt;iframe title="How a $4.4B RIA Scaled Without Private Equity or Shortcuts" width="200" height="113" src="https://www.youtube.com/embed/qZ05U_gri-c?feature=oembed" frameborder="0" allow="accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share" referrerpolicy="strict-origin-when-cross-origin" allowfullscreen&gt;&lt;/iframe&gt;&lt;/span&gt;&lt;/div&gt; &lt;/div&gt; &lt;/div&gt; &lt;/div&gt;&lt;/div&gt;&lt;/div&gt;&lt;/div&gt;&lt;div class="vc_row element-row row highend_6972270099a50"&gt;&lt;div class="wpb_column vc_column_container vc_col-sm-12"&gt;&lt;div class="vc_column-inner"&gt;&lt;div class="wpb_wrapper"&gt; &lt;div class="wpb_text_column wpb_content_element" &gt; &lt;div class="wpb_wrapper"&gt; &lt;h3&gt;Listen in&amp;#8230;&lt;/h3&gt; &lt;p&gt;&lt;a href="https://hubs.ly/Q03YBslp0" target="_blank" rel="noopener"&gt;&lt;strong&gt;&amp;#62;&lt;/strong&gt; Download a transcript of this episode…&lt;/a&gt;&lt;/p&gt; &lt;p&gt;&lt;i data-stringify-type="italic"&gt;NOTE: The views and opinions expressed by the guests on this podcast are their own and do not necessarily reflect the views and opinions of Diamond Consultants. &lt;/i&gt;&lt;i data-stringify-type="italic"&gt;Neither Diamond Consultants nor the guests on this podcast are compensated in any way for their participation.&lt;/i&gt;&lt;/p&gt; &lt;/div&gt; &lt;/div&gt; &lt;/div&gt;&lt;/div&gt;&lt;/div&gt;&lt;/div&gt;&lt;div class="vc_row element-row row highend_6972270099d66"&gt;&lt;div class="wpb_column vc_column_container vc_col-sm-12"&gt;&lt;div class="vc_column-inner"&gt;&lt;div class="wpb_wrapper"&gt; &lt;div class="wpb_text_column wpb_content_element" &gt; &lt;div class="wpb_wrapper"&gt; &lt;h3&gt;&lt;strong&gt;About this episode&amp;#8230;&lt;/strong&gt;&lt;/h3&gt; &lt;p&gt;When you look at the most successful advisory firms in the industry, many grew through acquisition, capital partners, or transition deals. But there’s another version of growth: one built through discipline, culture, and a relentless focus on doing the work.&lt;/p&gt; &lt;p&gt;&lt;strong&gt;Today’s guest, Brandon Ross&lt;/strong&gt;, has lived that journey from every angle. Before launching Quotient Wealth Partners, he built Peak Capital. Peak merged with Joe Duran’s United Capital early in its rise and later experienced the shift to a large-firm environment when United was acquired by Goldman Sachs.&lt;/p&gt; &lt;p&gt;After years of experience across the spectrum – from independent to aggregator to Wall Street firm – Brandon identified the best elements of each model. So, when Brandon and his partners launched &lt;strong&gt;Quotient&lt;/strong&gt;, they were intentional about what they carried forward and what they left behind.&lt;/p&gt; &lt;p&gt;Ultimately, they created a firm with the freedom of independence, the scale of a modern enterprise, and a culture where growth starts at the top (not with a checkbook).&lt;/p&gt; &lt;p&gt;It’s a philosophy that’s paid off. In just two years, Quotient has grown from $2.5B to &lt;strong&gt;$4.4B in AUM&lt;/strong&gt;, powered almost entirely by organic momentum.&lt;/p&gt; &lt;ul&gt; &lt;li&gt;The elements of Quotient’s success—and how they combined the innovation of Goldman Sachs, the independence of an RIA, and the drive of a startup.&lt;img loading="lazy" decoding="async" class="size-full wp-image-31630 alignright" src="https://www.diamond-consultants.com/wp-content/uploads/2025/12/Brandon-Ross-Headshot.jpg" alt="" width="200" height="250" /&gt;&lt;/li&gt; &lt;li&gt;Launching their RIA—and why they chose the Dynasty Financial Partners platform.&lt;/li&gt; &lt;li&gt;Building a growth engine—and how they turned it into a repeatable playbook.&lt;/li&gt; &lt;li&gt;Advisor training programs—and how they create an unwavering focus on the client experience.&lt;/li&gt; &lt;li&gt;Their referral culture—and how that powers their organic growth.&lt;/li&gt; &lt;/ul&gt; &lt;p&gt;Plus, Brandon explains why they’ve resisted private equity, why “sweat equity is the best equity,” how they’ve scaled without losing their entrepreneurial edge, and more.&lt;/p&gt; &lt;p&gt;Listen in for a valuable growth story, grounded by a transitional experience few can offer.&lt;/p&gt; &lt;/div&gt; &lt;/div&gt; &lt;div class="wpb_text_column wpb_content_element" &gt; &lt;div class="wpb_wrapper"&gt; &lt;p&gt;&lt;strong&gt;&lt;em&gt;Want to learn more about where, why, and how advisors like you are moving? &lt;/em&gt;&lt;/strong&gt;&lt;a href="https://www.diamond-consultants.com/contact-us/"&gt;&lt;strong&gt;&lt;em&gt;Click to contact&lt;/em&gt;&lt;/strong&gt;&lt;/a&gt;&lt;strong&gt;&lt;em&gt; us or call 908-879-1002.&lt;/em&gt;&lt;/strong&gt;&lt;/p&gt; &lt;/div&gt; &lt;/div&gt; &lt;/div&gt;&lt;/div&gt;&lt;/div&gt;&lt;/div&gt;&lt;div class="vc_row element-row row highend_697227009a067"&gt;&lt;div class="wpb_column vc_column_container vc_col-sm-12"&gt;&lt;div class="vc_column-inner"&gt;&lt;div class="wpb_wrapper"&gt; &lt;div class="wpb_text_column wpb_content_element" &gt; &lt;div class="wpb_wrapper"&gt; &lt;h3&gt;&lt;b data-stringify-type="bold"&gt;Related Resources&lt;/b&gt;&lt;/h3&gt; &lt;p&gt;&lt;strong&gt;&lt;a href="https://www.diamond-consultants.com/the-good-news-on-marketing-an-industry-legend-on-how-to-grow-bigger-faster/" target="_blank" rel="noopener"&gt;The Good News on Marketing: An Industry Legend on How to Grow Bigger Faster&lt;/a&gt;&lt;/strong&gt;&lt;br /&gt; A free session on accelerating growth via marketing with one of the leading firms in the wealth management industry. They offer advice on the value of content, the referral process, building strategic partnerships, CRMs and technology, and much more.&lt;/p&gt; &lt;p&gt;&lt;strong&gt;&lt;a href="https://www.diamond-consultants.com/a-strategic-guide-to-the-supported-ria-model/" target="_blank" rel="noopener"&gt;A Strategic Guide to the Supported RIA Model&lt;/a&gt;&lt;/strong&gt;&lt;br /&gt; While the model has become a go-to for advisors seeking independence, understanding the variety of types and options can be challenging. Here’s a breakdown of what advisors need to know.&lt;/p&gt; &lt;/div&gt; &lt;/div&gt; &lt;/div&gt;&lt;/div&gt;&lt;/div&gt;&lt;/div&gt;&lt;div class="vc_row element-row row highend_697227009a22f"&gt;&lt;div class="wpb_column vc_column_container vc_col-sm-12"&gt;&lt;div class="vc_column-inner"&gt;&lt;div class="wpb_wrapper"&gt;&lt;div class="vc_separator wpb_content_element vc_separator_align_center vc_sep_width_100 vc_sep_pos_align_center vc_separator_no_text vc_sep_color_blue wpb_content_element wpb_content_element" id="guest-name"&gt;&lt;span class="vc_sep_holder vc_sep_holder_l"&gt;&lt;span class="vc_sep_line"&gt;&lt;/span&gt;&lt;/span&gt;&lt;span class="vc_sep_holder vc_sep_holder_r"&gt;&lt;span class="vc_sep_line"&gt;&lt;/span&gt;&lt;/span&gt; &lt;/div&gt; &lt;div class="wpb_text_column wpb_content_element" &gt; &lt;div class="wpb_wrapper"&gt; &lt;p&gt;&lt;strong&gt;Brandon Ross&lt;/strong&gt;&lt;br /&gt; &lt;strong&gt;Co-Founder and Co-CEO &lt;/strong&gt;&lt;/p&gt; &lt;p&gt;Brandon Ross is a Co-Founder and Co-CEO of &lt;a href="https://www.quotientwealth.com/" target="_blank" rel="noopener"&gt;Quotient Wealth Partners&lt;/a&gt;, an independent wealth management firm. Brandon, along with his dedicated partners, established the firm with a shared vision of delivering memorable client experiences while nurturing a thriving and positive employee culture. With over 26 years of expertise as a Certified Financial Planner, Brandon brings a wealth of experience to the firm, its advisors, and its clients. He is deeply committed to providing comprehensive financial planning and guidance tailored to each client’s unique needs and objectives.&lt;/p&gt; &lt;p&gt;Prior to starting Quotient Wealth Partners, Brandon held key positions, Co-Founder of Peak Capital Investment Services, Managing Director/Head of Office at Goldman Sachs, PFM. Brandon holds a Bachelor of Science in Finance from Oklahoma State University. Beyond the firm, he finds joy in teeing it up on the golf course, watching sports, and cherishing moments with friends and family. Brandon and his wife Nicole are proud parents to two their two daughters, Sierra and Haley.&lt;/p&gt; &lt;/div&gt; &lt;/div&gt; &lt;div class="vc_separator wpb_content_element vc_separator_align_center vc_sep_width_100 vc_sep_pos_align_center vc_separator_no_text vc_sep_color_blue wpb_content_element wpb_content_element" &gt;&lt;span class="vc_sep_holder vc_sep_holder_l"&gt;&lt;span class="vc_sep_line"&gt;&lt;/span&gt;&lt;/span&gt;&lt;span class="vc_sep_holder vc_sep_holder_r"&gt;&lt;span class="vc_sep_line"&gt;&lt;/span&gt;&lt;/span&gt; &lt;/div&gt;&lt;/div&gt;&lt;/div&gt;&lt;/div&gt;&lt;/div&gt;&lt;div class="vc_row element-row row highend_697227009a54a"&gt;&lt;div class="wpb_column vc_column_container vc_col-sm-12"&gt;&lt;div class="vc_column-inner"&gt;&lt;div class="wpb_wrapper"&gt; &lt;div class="wpb_text_column wpb_content_element" &gt; &lt;div class="wpb_wrapper"&gt; &lt;h3 style="text-align: center;"&gt;Also available on your favorite podcast app and other media sites&lt;/h3&gt; &lt;/div&gt; &lt;/div&gt; &lt;div class="vc_row element-row vc_inner row"&gt;&lt;div class="wpb_column vc_column_container vc_col-sm-2"&gt;&lt;div class="vc_column-inner"&gt;&lt;div class="wpb_wrapper"&gt;&lt;/div&gt;&lt;/div&gt;&lt;/div&gt;&lt;div class="wpb_column vc_column_container vc_col-sm-2"&gt;&lt;div class="vc_column-inner"&gt;&lt;div class="wpb_wrapper"&gt; &lt;div class="wpb_single_image wpb_content_element vc_align_center wpb_content_element"&gt; &lt;figure class="wpb_wrapper vc_figure"&gt; &lt;a href="https://podcasts.apple.com/us/podcast/the-diamond-podcast-for-financial-advisors/id1305878240" target="_self" class="vc_single_image-wrapper vc_box_border_grey"&gt;&lt;img width="444" height="113" src="https://www.diamond-consultants.com/wp-content/uploads/2025/03/listen-on-apple-1.png" class="vc_single_image-img attachment-full" alt="" title="listen-on-apple" decoding="async" loading="lazy" srcset="https://www.diamond-consultants.com/wp-content/uploads/2025/03/listen-on-apple-1.png 444w, https://www.diamond-consultants.com/wp-content/uploads/2025/03/listen-on-apple-1-300x76.png 300w" sizes="auto, (max-width: 444px) 100vw, 444px" /&gt;&lt;/a&gt; &lt;/figure&gt; &lt;/div&gt; &lt;/div&gt;&lt;/div&gt;&lt;/div&gt;&lt;div class="wpb_column vc_column_container vc_col-sm-2"&gt;&lt;div class="vc_column-inner"&gt;&lt;div class="wpb_wrapper"&gt; &lt;div class="wpb_single_image wpb_content_element vc_align_center wpb_content_element"&gt; &lt;figure class="wpb_wrapper vc_figure"&gt; &lt;a href="https://open.spotify.com/show/4v7mreLUwSSU0PaqqL7hHD" target="_self" class="vc_single_image-wrapper vc_box_border_grey"&gt;&lt;img width="444" height="113" src="https://www.diamond-consultants.com/wp-content/uploads/2025/03/listen-on-spotify-2.png" class="vc_single_image-img attachment-full" alt="" title="listen-on-spotify" decoding="async" loading="lazy" srcset="https://www.diamond-consultants.com/wp-content/uploads/2025/03/listen-on-spotify-2.png 444w, https://www.diamond-consultants.com/wp-content/uploads/2025/03/listen-on-spotify-2-300x76.png 300w" sizes="auto, (max-width: 444px) 100vw, 444px" /&gt;&lt;/a&gt; &lt;/figure&gt; &lt;/div&gt; &lt;/div&gt;&lt;/div&gt;&lt;/div&gt;&lt;div class="wpb_column vc_column_container vc_col-sm-2"&gt;&lt;div class="vc_column-inner"&gt;&lt;div class="wpb_wrapper"&gt; &lt;div class="wpb_single_image wpb_content_element vc_align_center wpb_content_element"&gt; &lt;figure class="wpb_wrapper vc_figure"&gt; &lt;a href="https://www.pandora.com/podcast/the-diamond-podcast-for-financial-advisors/PC:27987" target="_self" class="vc_single_image-wrapper vc_box_border_grey"&gt;&lt;img width="444" height="113" src="https://www.diamond-consultants.com/wp-content/uploads/2025/03/listen-on-pandora-1.png" class="vc_single_image-img attachment-full" alt="" title="listen-on-pandora" decoding="async" loading="lazy" srcset="https://www.diamond-consultants.com/wp-content/uploads/2025/03/listen-on-pandora-1.png 444w, https://www.diamond-consultants.com/wp-content/uploads/2025/03/listen-on-pandora-1-300x76.png 300w" sizes="auto, (max-width: 444px) 100vw, 444px" /&gt;&lt;/a&gt; &lt;/figure&gt; &lt;/div&gt; &lt;/div&gt;&lt;/div&gt;&lt;/div&gt;&lt;div class="wpb_column vc_column_container vc_col-sm-2"&gt;&lt;div class="vc_column-inner"&gt;&lt;div class="wpb_wrapper"&gt; &lt;div class="wpb_single_image wpb_content_element vc_align_center wpb_content_element"&gt; &lt;figure class="wpb_wrapper vc_figure"&gt; &lt;a href="https://www.youtube.com/watch?v=MR0w7TdgY-Q&amp;#038;list=PLKAolLWTGV8bpCuZIN4qW5-5JL9GknDG7" target="_self" class="vc_single_image-wrapper vc_box_border_grey"&gt;&lt;img width="444" height="113" src="https://www.diamond-consultants.com/wp-content/uploads/2025/03/listen-on-youtube-2.png" class="vc_single_image-img attachment-full" alt="" title="listen-on-youtube" decoding="async" loading="lazy" srcset="https://www.diamond-consultants.com/wp-content/uploads/2025/03/listen-on-youtube-2.png 444w, https://www.diamond-consultants.com/wp-content/uploads/2025/03/listen-on-youtube-2-300x76.png 300w" sizes="auto, (max-width: 444px) 100vw, 444px" /&gt;&lt;/a&gt; &lt;/figure&gt; &lt;/div&gt; &lt;/div&gt;&lt;/div&gt;&lt;/div&gt;&lt;div class="wpb_column vc_column_container vc_col-sm-2"&gt;&lt;div class="vc_column-inner"&gt;&lt;div class="wpb_wrapper"&gt;&lt;/div&gt;&lt;/div&gt;&lt;/div&gt;&lt;/div&gt;&lt;div class="vc_row element-row vc_inner row"&gt;&lt;div class="wpb_column vc_column_container vc_col-sm-3"&gt;&lt;div class="vc_column-inner"&gt;&lt;div class="wpb_wrapper"&gt;&lt;/div&gt;&lt;/div&gt;&lt;/div&gt;&lt;div class="wpb_column vc_column_container vc_col-sm-3"&gt;&lt;div class="vc_column-inner"&gt;&lt;div class="wpb_wrapper"&gt; &lt;div class="wpb_single_image wpb_content_element vc_align_center wpb_content_element"&gt; &lt;figure class="wpb_wrapper vc_figure"&gt; &lt;a href="https://www.advisorhub.com/resource_tag/the-diamond-podcast-for-financial-advisors/" target="_self" class="vc_single_image-wrapper vc_box_border_grey"&gt;&lt;img width="476" height="86" src="https://www.diamond-consultants.com/wp-content/uploads/2025/03/Screenshot-2025-03-25-at-12.27.14 PM.png" class="vc_single_image-img attachment-full" alt="" title="Screenshot 2025-03-25 at 12.27.14 PM" decoding="async" loading="lazy" srcset="https://www.diamond-consultants.com/wp-content/uploads/2025/03/Screenshot-2025-03-25-at-12.27.14 PM.png 476w, https://www.diamond-consultants.com/wp-content/uploads/2025/03/Screenshot-2025-03-25-at-12.27.14 PM-300x54.png 300w" sizes="auto, (max-width: 476px) 100vw, 476px" /&gt;&lt;/a&gt; &lt;/figure&gt; &lt;/div&gt; &lt;/div&gt;&lt;/div&gt;&lt;/div&gt;&lt;div class="wpb_column vc_column_container vc_col-sm-3"&gt;&lt;div class="vc_column-inner"&gt;&lt;div class="wpb_wrapper"&gt; &lt;div class="wpb_single_image wpb_content_element vc_align_center wpb_content_element"&gt; &lt;figure class="wpb_wrapper vc_figure"&gt; &lt;a href="https://www.wealthmanagement.com/program/the-diamond-podcast-for-financial-advisors" target="_self" class="vc_single_image-wrapper vc_box_border_grey"&gt;&lt;img width="636" height="80" src="https://www.diamond-consultants.com/wp-content/uploads/2025/03/Screenshot-2025-03-25-at-12.26.57 PM.png" class="vc_single_image-img attachment-full" alt="" title="Screenshot 2025-03-25 at 12.26.57 PM" decoding="async" loading="lazy" srcset="https://www.diamond-consultants.com/wp-content/uploads/2025/03/Screenshot-2025-03-25-at-12.26.57 PM.png 636w, https://www.diamond-consultants.com/wp-content/uploads/2025/03/Screenshot-2025-03-25-at-12.26.57 PM-300x38.png 300w" sizes="auto, (max-width: 636px) 100vw, 636px" /&gt;&lt;/a&gt; &lt;/figure&gt; &lt;/div&gt; &lt;/div&gt;&lt;/div&gt;&lt;/div&gt;&lt;div class="wpb_column vc_column_container vc_col-sm-3"&gt;&lt;div class="vc_column-inner"&gt;&lt;div class="wpb_wrapper"&gt;&lt;/div&gt;&lt;/div&gt;&lt;/div&gt;&lt;/div&gt;&lt;/div&gt;&lt;/div&gt;&lt;/div&gt;&lt;/div&gt;&lt;/p&gt;</description>

The Diamond Podcast for Financial Advisors

Mindy Diamond Financial Advisor Recruiter and Consultant

Beyond Goldman: How a $4.4B Firm Scaled Without Shortcuts or Private Equity

DEC 18, 202545 MIN
The Diamond Podcast for Financial Advisors

Beyond Goldman: How a $4.4B Firm Scaled Without Shortcuts or Private Equity

DEC 18, 202545 MIN

Description

<p><div class="vc_row element-row row highend_6972270092b58"><div class="wpb_column vc_column_container vc_col-sm-12"><div class="vc_column-inner"><div class="wpb_wrapper"> <div class="wpb_text_column wpb_content_element" > <div class="wpb_wrapper"> <h3><strong>With Brandon Ross, CFP® — Co-Founder and Co-CEO, Quotient Wealth Partners</strong></h3> <div class="i_jYa VP_4j"> <div></div> <div class="Cvgi1"> <div class="bK30V" data-testid="post-watched"> <div class="dp1RD"></div> </div> </div> </div> </div> </div> <div class="wpb_text_column wpb_content_element vc_custom_1765999026401" > <div class="wpb_wrapper"> <p><strong>Overview</strong></p> <p><em>Quotient Wealth Partners proves that enterprise-scale growth doesn’t require private equity or shortcuts. This episode breaks down how discipline, culture, and organic momentum drove the firm’s rise to $4.4B—without sacrificing independence or client experience.</em></p> </div> </div> </div></div></div></div><div class="vc_row element-row row highend_6972270092dd8"><div class="wpb_column vc_column_container vc_col-sm-12"><div class="vc_column-inner"><div class="wpb_wrapper"> <div class="wpb_text_column wpb_content_element" > <div class="wpb_wrapper"> <h3>Watch&#8230;</h3> <div class="shortcode-wrapper shortcode-video fitVids clearfix hb-animate-element hb-left-to-right" style="width:100%;" data-delay="2"><span><iframe title="How a $4.4B RIA Scaled Without Private Equity or Shortcuts" width="200" height="113" src="https://www.youtube.com/embed/qZ05U_gri-c?feature=oembed" frameborder="0" allow="accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share" referrerpolicy="strict-origin-when-cross-origin" allowfullscreen></iframe></span></div> </div> </div> </div></div></div></div><div class="vc_row element-row row highend_6972270099a50"><div class="wpb_column vc_column_container vc_col-sm-12"><div class="vc_column-inner"><div class="wpb_wrapper"> <div class="wpb_text_column wpb_content_element" > <div class="wpb_wrapper"> <h3>Listen in&#8230;</h3> <p><a href="https://hubs.ly/Q03YBslp0" target="_blank" rel="noopener"><strong>&#62;</strong> Download a transcript of this episode…</a></p> <p><i data-stringify-type="italic">NOTE: The views and opinions expressed by the guests on this podcast are their own and do not necessarily reflect the views and opinions of Diamond Consultants. </i><i data-stringify-type="italic">Neither Diamond Consultants nor the guests on this podcast are compensated in any way for their participation.</i></p> </div> </div> </div></div></div></div><div class="vc_row element-row row highend_6972270099d66"><div class="wpb_column vc_column_container vc_col-sm-12"><div class="vc_column-inner"><div class="wpb_wrapper"> <div class="wpb_text_column wpb_content_element" > <div class="wpb_wrapper"> <h3><strong>About this episode&#8230;</strong></h3> <p>When you look at the most successful advisory firms in the industry, many grew through acquisition, capital partners, or transition deals. But there’s another version of growth: one built through discipline, culture, and a relentless focus on doing the work.</p> <p><strong>Today’s guest, Brandon Ross</strong>, has lived that journey from every angle. Before launching Quotient Wealth Partners, he built Peak Capital. Peak merged with Joe Duran’s United Capital early in its rise and later experienced the shift to a large-firm environment when United was acquired by Goldman Sachs.</p> <p>After years of experience across the spectrum – from independent to aggregator to Wall Street firm – Brandon identified the best elements of each model. So, when Brandon and his partners launched <strong>Quotient</strong>, they were intentional about what they carried forward and what they left behind.</p> <p>Ultimately, they created a firm with the freedom of independence, the scale of a modern enterprise, and a culture where growth starts at the top (not with a checkbook).</p> <p>It’s a philosophy that’s paid off. In just two years, Quotient has grown from $2.5B to <strong>$4.4B in AUM</strong>, powered almost entirely by organic momentum.</p> <ul> <li>The elements of Quotient’s success—and how they combined the innovation of Goldman Sachs, the independence of an RIA, and the drive of a startup.<img loading="lazy" decoding="async" class="size-full wp-image-31630 alignright" src="https://www.diamond-consultants.com/wp-content/uploads/2025/12/Brandon-Ross-Headshot.jpg" alt="" width="200" height="250" /></li> <li>Launching their RIA—and why they chose the Dynasty Financial Partners platform.</li> <li>Building a growth engine—and how they turned it into a repeatable playbook.</li> <li>Advisor training programs—and how they create an unwavering focus on the client experience.</li> <li>Their referral culture—and how that powers their organic growth.</li> </ul> <p>Plus, Brandon explains why they’ve resisted private equity, why “sweat equity is the best equity,” how they’ve scaled without losing their entrepreneurial edge, and more.</p> <p>Listen in for a valuable growth story, grounded by a transitional experience few can offer.</p> </div> </div> <div class="wpb_text_column wpb_content_element" > <div class="wpb_wrapper"> <p><strong><em>Want to learn more about where, why, and how advisors like you are moving? </em></strong><a href="https://www.diamond-consultants.com/contact-us/"><strong><em>Click to contact</em></strong></a><strong><em> us or call 908-879-1002.</em></strong></p> </div> </div> </div></div></div></div><div class="vc_row element-row row highend_697227009a067"><div class="wpb_column vc_column_container vc_col-sm-12"><div class="vc_column-inner"><div class="wpb_wrapper"> <div class="wpb_text_column wpb_content_element" > <div class="wpb_wrapper"> <h3><b data-stringify-type="bold">Related Resources</b></h3> <p><strong><a href="https://www.diamond-consultants.com/the-good-news-on-marketing-an-industry-legend-on-how-to-grow-bigger-faster/" target="_blank" rel="noopener">The Good News on Marketing: An Industry Legend on How to Grow Bigger Faster</a></strong><br /> A free session on accelerating growth via marketing with one of the leading firms in the wealth management industry. They offer advice on the value of content, the referral process, building strategic partnerships, CRMs and technology, and much more.</p> <p><strong><a href="https://www.diamond-consultants.com/a-strategic-guide-to-the-supported-ria-model/" target="_blank" rel="noopener">A Strategic Guide to the Supported RIA Model</a></strong><br /> While the model has become a go-to for advisors seeking independence, understanding the variety of types and options can be challenging. Here’s a breakdown of what advisors need to know.</p> </div> </div> </div></div></div></div><div class="vc_row element-row row highend_697227009a22f"><div class="wpb_column vc_column_container vc_col-sm-12"><div class="vc_column-inner"><div class="wpb_wrapper"><div class="vc_separator wpb_content_element vc_separator_align_center vc_sep_width_100 vc_sep_pos_align_center vc_separator_no_text vc_sep_color_blue wpb_content_element wpb_content_element" id="guest-name"><span class="vc_sep_holder vc_sep_holder_l"><span class="vc_sep_line"></span></span><span class="vc_sep_holder vc_sep_holder_r"><span class="vc_sep_line"></span></span> </div> <div class="wpb_text_column wpb_content_element" > <div class="wpb_wrapper"> <p><strong>Brandon Ross</strong><br /> <strong>Co-Founder and Co-CEO </strong></p> <p>Brandon Ross is a Co-Founder and Co-CEO of <a href="https://www.quotientwealth.com/" target="_blank" rel="noopener">Quotient Wealth Partners</a>, an independent wealth management firm. Brandon, along with his dedicated partners, established the firm with a shared vision of delivering memorable client experiences while nurturing a thriving and positive employee culture. With over 26 years of expertise as a Certified Financial Planner, Brandon brings a wealth of experience to the firm, its advisors, and its clients. He is deeply committed to providing comprehensive financial planning and guidance tailored to each client’s unique needs and objectives.</p> <p>Prior to starting Quotient Wealth Partners, Brandon held key positions, Co-Founder of Peak Capital Investment Services, Managing Director/Head of Office at Goldman Sachs, PFM. Brandon holds a Bachelor of Science in Finance from Oklahoma State University. Beyond the firm, he finds joy in teeing it up on the golf course, watching sports, and cherishing moments with friends and family. Brandon and his wife Nicole are proud parents to two their two daughters, Sierra and Haley.</p> </div> </div> <div class="vc_separator wpb_content_element vc_separator_align_center vc_sep_width_100 vc_sep_pos_align_center vc_separator_no_text vc_sep_color_blue wpb_content_element wpb_content_element" ><span class="vc_sep_holder vc_sep_holder_l"><span class="vc_sep_line"></span></span><span class="vc_sep_holder vc_sep_holder_r"><span class="vc_sep_line"></span></span> </div></div></div></div></div><div class="vc_row element-row row highend_697227009a54a"><div class="wpb_column vc_column_container vc_col-sm-12"><div class="vc_column-inner"><div class="wpb_wrapper"> <div class="wpb_text_column wpb_content_element" > <div class="wpb_wrapper"> <h3 style="text-align: center;">Also available on your favorite podcast app and other media sites</h3> </div> </div> <div class="vc_row element-row vc_inner row"><div class="wpb_column vc_column_container vc_col-sm-2"><div class="vc_column-inner"><div class="wpb_wrapper"></div></div></div><div class="wpb_column vc_column_container vc_col-sm-2"><div class="vc_column-inner"><div class="wpb_wrapper"> <div class="wpb_single_image wpb_content_element vc_align_center wpb_content_element"> <figure class="wpb_wrapper vc_figure"> <a href="https://podcasts.apple.com/us/podcast/the-diamond-podcast-for-financial-advisors/id1305878240" target="_self" class="vc_single_image-wrapper vc_box_border_grey"><img width="444" height="113" src="https://www.diamond-consultants.com/wp-content/uploads/2025/03/listen-on-apple-1.png" class="vc_single_image-img attachment-full" alt="" title="listen-on-apple" decoding="async" loading="lazy" srcset="https://www.diamond-consultants.com/wp-content/uploads/2025/03/listen-on-apple-1.png 444w, https://www.diamond-consultants.com/wp-content/uploads/2025/03/listen-on-apple-1-300x76.png 300w" sizes="auto, (max-width: 444px) 100vw, 444px" /></a> </figure> </div> </div></div></div><div class="wpb_column vc_column_container vc_col-sm-2"><div class="vc_column-inner"><div class="wpb_wrapper"> <div class="wpb_single_image wpb_content_element vc_align_center wpb_content_element"> <figure class="wpb_wrapper vc_figure"> <a href="https://open.spotify.com/show/4v7mreLUwSSU0PaqqL7hHD" target="_self" class="vc_single_image-wrapper vc_box_border_grey"><img width="444" height="113" src="https://www.diamond-consultants.com/wp-content/uploads/2025/03/listen-on-spotify-2.png" class="vc_single_image-img attachment-full" alt="" title="listen-on-spotify" decoding="async" loading="lazy" srcset="https://www.diamond-consultants.com/wp-content/uploads/2025/03/listen-on-spotify-2.png 444w, https://www.diamond-consultants.com/wp-content/uploads/2025/03/listen-on-spotify-2-300x76.png 300w" sizes="auto, (max-width: 444px) 100vw, 444px" /></a> </figure> </div> </div></div></div><div class="wpb_column vc_column_container vc_col-sm-2"><div class="vc_column-inner"><div class="wpb_wrapper"> <div class="wpb_single_image wpb_content_element vc_align_center wpb_content_element"> <figure class="wpb_wrapper vc_figure"> <a href="https://www.pandora.com/podcast/the-diamond-podcast-for-financial-advisors/PC:27987" target="_self" class="vc_single_image-wrapper vc_box_border_grey"><img width="444" height="113" src="https://www.diamond-consultants.com/wp-content/uploads/2025/03/listen-on-pandora-1.png" class="vc_single_image-img attachment-full" alt="" title="listen-on-pandora" decoding="async" loading="lazy" srcset="https://www.diamond-consultants.com/wp-content/uploads/2025/03/listen-on-pandora-1.png 444w, https://www.diamond-consultants.com/wp-content/uploads/2025/03/listen-on-pandora-1-300x76.png 300w" sizes="auto, (max-width: 444px) 100vw, 444px" /></a> </figure> </div> </div></div></div><div class="wpb_column vc_column_container vc_col-sm-2"><div class="vc_column-inner"><div class="wpb_wrapper"> <div class="wpb_single_image wpb_content_element vc_align_center wpb_content_element"> <figure class="wpb_wrapper vc_figure"> <a href="https://www.youtube.com/watch?v=MR0w7TdgY-Q&#038;list=PLKAolLWTGV8bpCuZIN4qW5-5JL9GknDG7" target="_self" class="vc_single_image-wrapper vc_box_border_grey"><img width="444" height="113" src="https://www.diamond-consultants.com/wp-content/uploads/2025/03/listen-on-youtube-2.png" class="vc_single_image-img attachment-full" alt="" title="listen-on-youtube" decoding="async" loading="lazy" srcset="https://www.diamond-consultants.com/wp-content/uploads/2025/03/listen-on-youtube-2.png 444w, https://www.diamond-consultants.com/wp-content/uploads/2025/03/listen-on-youtube-2-300x76.png 300w" sizes="auto, (max-width: 444px) 100vw, 444px" /></a> </figure> </div> </div></div></div><div class="wpb_column vc_column_container vc_col-sm-2"><div class="vc_column-inner"><div class="wpb_wrapper"></div></div></div></div><div class="vc_row element-row vc_inner row"><div class="wpb_column vc_column_container vc_col-sm-3"><div class="vc_column-inner"><div class="wpb_wrapper"></div></div></div><div class="wpb_column vc_column_container vc_col-sm-3"><div class="vc_column-inner"><div class="wpb_wrapper"> <div class="wpb_single_image wpb_content_element vc_align_center wpb_content_element"> <figure class="wpb_wrapper vc_figure"> <a href="https://www.advisorhub.com/resource_tag/the-diamond-podcast-for-financial-advisors/" target="_self" class="vc_single_image-wrapper vc_box_border_grey"><img width="476" height="86" src="https://www.diamond-consultants.com/wp-content/uploads/2025/03/Screenshot-2025-03-25-at-12.27.14 PM.png" class="vc_single_image-img attachment-full" alt="" title="Screenshot 2025-03-25 at 12.27.14 PM" decoding="async" loading="lazy" srcset="https://www.diamond-consultants.com/wp-content/uploads/2025/03/Screenshot-2025-03-25-at-12.27.14 PM.png 476w, https://www.diamond-consultants.com/wp-content/uploads/2025/03/Screenshot-2025-03-25-at-12.27.14 PM-300x54.png 300w" sizes="auto, (max-width: 476px) 100vw, 476px" /></a> </figure> </div> </div></div></div><div class="wpb_column vc_column_container vc_col-sm-3"><div class="vc_column-inner"><div class="wpb_wrapper"> <div class="wpb_single_image wpb_content_element vc_align_center wpb_content_element"> <figure class="wpb_wrapper vc_figure"> <a href="https://www.wealthmanagement.com/program/the-diamond-podcast-for-financial-advisors" target="_self" class="vc_single_image-wrapper vc_box_border_grey"><img width="636" height="80" src="https://www.diamond-consultants.com/wp-content/uploads/2025/03/Screenshot-2025-03-25-at-12.26.57 PM.png" class="vc_single_image-img attachment-full" alt="" title="Screenshot 2025-03-25 at 12.26.57 PM" decoding="async" loading="lazy" srcset="https://www.diamond-consultants.com/wp-content/uploads/2025/03/Screenshot-2025-03-25-at-12.26.57 PM.png 636w, https://www.diamond-consultants.com/wp-content/uploads/2025/03/Screenshot-2025-03-25-at-12.26.57 PM-300x38.png 300w" sizes="auto, (max-width: 636px) 100vw, 636px" /></a> </figure> </div> </div></div></div><div class="wpb_column vc_column_container vc_col-sm-3"><div class="vc_column-inner"><div class="wpb_wrapper"></div></div></div></div></div></div></div></div></p>