What does it really take to succeed in financial services—and in life? On this episode of Don’t Do That, Kelly Waltrich welcomes Ryan Marcus, Chief Business & Engagement Officer at Binah Capital Group, a financial services enterprise empowering RIAs and independent wealth managers.Ryan’s journey is anything but linear: from professional baseball, to launching a corporate travel business, to building firms alongside industry leaders like Brian Hamburger. His story proves that grit, perseverance, and genuine relationships outweigh any credential on paper. Today, Ryan is channeling his passion into transforming wealth management through Binah's RIA network while also championing underserved communities, including neurodivergent individuals who deserve tailored financial literacy and planning resources.This conversation dives deep into why relationships—not résumés—drive success, how RIAs can stand out in a crowded marketplace, and why the best leaders create non-negotiables that protect their purpose. If you’ve ever wondered how to turn authenticity into your greatest business advantage, this is an episode you won’t want to miss.Kelly and Ryan cover:00:00 – Intros, false starts, and why the third recording is the charm01:10 – What Binah Capital Group does and how Ryan helps drive transformation03:20 – Why RIAs need enterprise-level resources to compete and grow06:45 – Lessons from MarketCounsel and mentorship under Brian Hamburger08:55 – From pro baseball to financial services: Ryan’s winding career path14:43 – Will Binah host a flagship industry conference? (Spoiler: yes)15:40 – Why grit matters more than degrees—and how to spot it in hiring19:48 – The generational tug-of-war over work ethic and immediate gratification21:40 – Bed-making, chores, and what actually predicts future success25:30 – The underserved neurodivergent community and $5T wealth transfer29:51 – Why RIAs should build practices around passion, not just AUM33:02 – Creating non-negotiables: Ryan’s personal rule for every year ahead34:36 – Ryan’s Don’t Do That: Don’t burn bridges—relationships are everything37:46 – How authenticity and empathy turn connections into opportunities41:26 – Why caring when there’s nothing to gain is the ultimate differentiatorAbout Our Guest:Ryan Marcus is the Chief Business & Engagement Officer at Binah Capital Group, where he leads growth, engagement, and transformation for a network of 2,000 advisors and 500 RIAs representing over $300B in client assets. His unconventional career began on the pitcher’s mound before detouring through the corporate travel industry, financial advisory, and ultimately two decades helping RIAs thrive. 📩 Stay Informed – Join Our Newsletter!Stay ahead of industry trends and get exclusive updates straight to your inbox: Sign Up Now https://intention.ly/💬 Let’s Talk!Have questions or ready to start your next marketing campaign? Contact us: https://intention.ly/contact-us/

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