--- title: "How to Lead a Rapidly Growing Organization with Aaron Jasper" description: "As an organization surges forward, it navigates a path filled with complexities, intricacies, and diverse dynamics." url: https://www.milemarker.co/podcast/how-to-lead-a-rapidly-growing-organization-with-aaron-jasper updated: 2023-09-12 --- [Now playing](https://www.milemarker.co/podcast) [Podcast**Next Mile**](https://www.milemarker.co/podcast) [Episodes](https://www.milemarker.co/podcast)[Guests](https://www.milemarker.co/podcast/guests) [YouTube](https://www.youtube.com/@milemarkerinc) [Apple](https://podcasts.apple.com/us/podcast/the-connected-advisor/id1691759257) [Spotify](https://open.spotify.com/show/0Lw8kHGnS1JJBMZLPYxc9S) Episode 11 · Sep 12, 2023 · 42 min # How to Lead a Rapidly Growing Organization with Aaron Jasper [**Aaron Jasper***CEO, Mutual Group*](https://www.milemarker.co/podcast/guests/aaron-jasper) [Apple Podcasts ↗](https://podcasts.apple.com/us/podcast/the-connected-advisor/id1691759257) [Spotify ↗](https://open.spotify.com/show/0Lw8kHGnS1JJBMZLPYxc9S) ## About this episode As an organization surges forward, it navigates a path filled with complexities, intricacies, and diverse dynamics. Regulatory developments, technological advancements, and shifting investor expectations all play a role in transforming wealth management and financial services. In this episode of Connected, Kyle Van Pelt is joined by Aaron Jasper, CEO of Mutual Group. They discuss how Mutual Group, a combination of an RIA and an independent broker-dealer, achieved its current success. Aaron attributes their impressive growth to their passionate team and mission of powering the success of financial advisors. He emphasizes the importance of being a good partner to financial advisors and the value of personalized service. Aaron talks to Kyle about the challenges of scalability and regulatory change associated with running a dual organization. Join us as we discuss: \[01:53\] - Aaron's background and how he got into the financial services industry. \[04:06\] - Factors contributing to Mutual Group's impressive growth. \[05:46\] - Mutual Group's philosophy on partnering with advisors. \[09:13\] - The companies from which Mutual Group draws inspiration. \[13:39\] - The complexities of running a dual organization. \[19:41\] - How compliance and service converge. \[23:20\] - Balancing intentional plans with rapid growth. \[28:01\] - Aaron's thoughts on the future of the financial industry. \[33:17\] - Aaron's personal adventures outside of work. **Key Takeaways** - Mutual Group's impressive growth can be attributed to its passionate team and commitment to serving financial advisors. - Being a good partner to advisors requires active listening, collaboration, and transparency. - Scaling service in a complex organization requires flexibility and customization. - The future of the industry will see more specialization, technological innovation, and increased regulation. - The needs of investors for personalized, relationship-oriented financial advice will not change. **Quotes** "How do you serve others well? First and foremost, I think it comes down to being a really good listener and not coming at it from the point of view that says, 'We know better.' Being just incredibly collaborative." ~ [Aaron Jasper](https://www.linkedin.com/in/aaron-jasper-mg/) "What's good service today isn't necessarily going to be good service tomorrow. I think the bar always needs to be raised. That's a good thing and a worthy challenge to pursue." ~ [Aaron Jasper](https://www.linkedin.com/in/aaron-jasper-mg/) "Financial advice being delivered by financial advisors is going to be still a very human kind of flesh-to-flesh, heart-to-heart, and face-to-face interaction. The industry, though, will continue to see lots of new enhancements and changes, but that's just been inevitable." ~ [Aaron Jasper](https://www.linkedin.com/in/aaron-jasper-mg/) **Links** - [Aaron Jasper on LinkedIn](https://www.linkedin.com/in/aaron-jasper-mg/) - [Mutual Group](https://www.mutual.group/) - [Fidelity Investments](https://www.fidelity.com/) - [Four Seasons](https://www.fourseasons.com/) **Connect with our hosts** - [Milemarker.co](https://www.milemarker.co/) - [Kyle on LinkedIn](https://www.linkedin.com/in/kylevanpelt/) - [Jud on LinkedIn](https://www.linkedin.com/in/judmackrill/) **Subscribe and stay in touch** - [Apple Podcasts](https://podcasts.apple.com/us/podcast/connected/id1691759257) - [Spotify](https://open.spotify.com/show/0Lw8kHGnS1JJBMZLPYxc9S) - [YouTube](https://www.youtube.com/@milemarkerinc) - [Google Podcasts](https://www.google.com/podcasts?feed=aHR0cHM6Ly9mZWVkcy5tZWdhcGhvbmUuZm0vY29u) ## **Produce game-changing content with Turncast** Turncast helps your company grow by producing top-quality content and fostering transformative conversations. We specialize in content generation, podcasting, digital strategy, and audience growth for fintech and financial services companies. Learn more at [Turncast.com](https://www.turncast.com/). [**Aaron Jasper***CEO, Mutual Group*](https://www.milemarker.co/podcast/guests/aaron-jasper) Next Mile Conversations with the people building the next era of wealth management, hosted by Kyle Van Pelt. New episodes every Tuesday. [Get the newsletter →](https://www.milemarker.co/resources/newsletter) [Talk to Milemarker →](https://www.milemarker.co/contact) ## Keep listening Ep. 167 · Oct 20, 2026 · 45 min ### [What RIAs Should Build Before Chasing AI with Marcos Segrera](https://www.milemarker.co/podcast/what-rias-should-build-before-chasing-ai-with-marcos-segrera) Marcos Segrera, Evensky & Katz/Foldes Wealth Management Ep. 165 · Oct 6, 2026 · 27 min ### [Scaling with Soul: Growing an Advisory Firm Without Losing What Matters with Grace Balestrieri](https://www.milemarker.co/podcast/scaling-with-soul-growing-an-advisory-firm-without-losing-what-matters-with-grace-balestrieri) Grace Balestrieri, Brighton Jones Ep. 156 · Aug 4, 2026 · 36 min ### [What the Fastest-Growing RIAs Are Doing Differently with Ian Wenik](https://www.milemarker.co/podcast/what-the-fastest-growing-rias-are-doing-differently-with-ian-wenik) Ian Wenik, Citywire