S2, EP 5: Inside the Mind of the NextGen Advisor: Novare Capital

Jul 14, 2025

In this episode of RIA+, Mark Bruno goes “Inside the minds” of four Next Generation advisors who are with Novare Capital, Emigrant’s newest partner firm. With a growing number of RIA founders looking to attract and develop young talent, this discussion features a group of rising stars about what sparked their interest in wealth management. It also focuses on what has motivated each of these advisors to continue to hone their skills and dedicate their careers to financial advice. Novare's "Core Four" of Alex Dann, Callie Huggins, John Menser and John Ryan discuss their journeys, their unique approaches to working with individuals and families – and the difference between a good and a great RIA. For anyone looking to attract and develop NextGen talent, this is a must-listen, so enjoy this episode of RIA+.

Learn more about Novare Capital Management here.

Summary

Novare Capital’s “Core Four” NextGen advisors share their personal journeys into wealth management.
Each advisor discusses what initially drew them to the RIA space.
Emphasis on building strong, personalized relationships with clients.
Differences between a good and great RIA are explored from a NextGen perspective.
Insights on what motivates young advisors to stay and grow within a firm.
Importance of mentorship and leadership development in RIA firms.
Focus on client experience as a key differentiator in advisory success.
The role of collaboration and team culture in advisor effectiveness.
How NextGen advisors think about intergenerational wealth transfer.
Strategies to attract and retain young talent in financial advisory careers.