Humans of RIA Fri, 16 Oct 2026 00:53:33 -0400 https://leahyosef.com/beyond-aum/ en-us © 2026 Humans of RIA yes 3f0c53d1-d687-5734-bfaf-a7d5a4b1ad85 Yosef Colish episodic false Real People. Real Wisdom. Real Stories.

On Humans of RIA, we go beyond business to explore the stories, passions, and perspectives that reveal the person behind the numbers. 

]]> Buzzsprout (https://www.buzzsprout.com) RIA, Wealth, AUM, leadership, Entrepreneurship, Personal Development, Life Lessons, success, resilience, legacy, succession planning, practice management Yosef Colish https://storage.buzzsprout.com/ukidvacknl4vn2ve9e000o6c3na2?.jpg Humans of RIA https://leahyosef.com/beyond-aum/ Tenacity, Self-Awareness, and Everyday Leadership with Matt Sonnen Tenacity, Self-Awareness, and Everyday Leadership with Matt Sonnen Sometimes the most impactful insights come from stepping back and looking at the patterns, habits, and family legacies that define who we are. In this episode of Humans of RIA, Yosef Colish sits down with Matt Sonnen, COO of Coldstream and founder of the COO Society, for a candid conversation on the real engine behind wealth management.

You can find show notes, resources, and more at: https://tinyurl.com/3uz2dzfa

]]> Sometimes the most impactful insights come from stepping back and looking at the patterns, habits, and family legacies that define who we are. In this episode of Humans of RIA, Yosef Colish sits down with Matt Sonnen, COO of Coldstream and founder of the COO Society, for a candid conversation on the real engine behind wealth management.

You can find show notes, resources, and more at: https://tinyurl.com/3uz2dzfa

]]> Yosef Colish Buzzsprout-19953335 Wed, 14 Oct 2026 06:00:00 -0400 3081 full false Evolution, Operations, and Future-Proofing Wealth Management with Trevor Hodges Evolution, Operations, and Future-Proofing Wealth Management with Trevor Hodges Beyond portfolio management, building a resilient RIA requires mastering back-office operations, executive balance, and emerging technology. In this episode of Humans of RIA, host Yosef Colish sits down with Trevor Hodges, COO of SAX Wealth Advisors, a division of SAX, one of the nation's top 50 tax and accounting firms.

You can find show notes, resources, and more at: https://tinyurl.com/mweu3fc6

]]> Beyond portfolio management, building a resilient RIA requires mastering back-office operations, executive balance, and emerging technology. In this episode of Humans of RIA, host Yosef Colish sits down with Trevor Hodges, COO of SAX Wealth Advisors, a division of SAX, one of the nation's top 50 tax and accounting firms.

You can find show notes, resources, and more at: https://tinyurl.com/mweu3fc6

]]> Yosef Colish Buzzsprout-19953334 Wed, 14 Oct 2026 06:00:00 -0400 2064 2 full false Living Your Values and the “Whole Foods” Vision for Wealth Management with Nathan Munits Living Your Values and the “Whole Foods” Vision for Wealth Management with Nathan Munits What does it take to move past standard industry talk and build a firm that actually stands for something? 

In the inaugural episode of Humans of RIA, Yosef Colish sits down with Nathan Munits, founder of Longwave Financial, for a deep conversation about the human story behind managing nearly $900 million in AUM.

You can find show notes, resources, and more at: https://tinyurl.com/2s3kbked

]]> What does it take to move past standard industry talk and build a firm that actually stands for something? 

In the inaugural episode of Humans of RIA, Yosef Colish sits down with Nathan Munits, founder of Longwave Financial, for a deep conversation about the human story behind managing nearly $900 million in AUM.

You can find show notes, resources, and more at: https://tinyurl.com/2s3kbked

]]> Yosef Colish Buzzsprout-19953321 Wed, 14 Oct 2026 06:00:00 -0400 2027 1 full false