Tag: Wealth Transfer
The Healthy Advisor: A Heart for Serving the Neurodivergent with Ryan Marcus

The Healthy Advisor: A Heart for Serving the Neurodivergent with Ryan Marcus

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Ryan Marcus has a passion for helping the wealth management industry better serve the neurodivergent community. He argues that the industry is not serving them in an intentional way.

Neurodivergence refers to divergence in mental or neurological function from what is considered typical or normal. It’s frequently used with reference to autistic spectrum disorders.

The issue is personal to Ryan, whose nephew, Nicholas, is on the spectrum. That experience revealed how unprepared the wealth management industry is to serve this growing community, even as trillions in wealth shift to younger generations.

In this episode of The Healthy Advisor podcast, WealthManagement.com Executive Editor Diana Britton speaks with Ryan Marcus, chief business development and engagement officer at Binah Capital, about what he’s learned from his nephew, why authenticity matters, and how advisors can embrace practical, human changes that make a big impact.

Ryan discusses:

  • His personal connection with his nephew and the lessons he’s learned about authenticity
  • The financial obstacles neurodivergent clients face, from sensory overload to complex communication  
  • Small office and meeting adjustments that remove barriers and improve comfort
  • The gap in how the financial services industry serves the neurodivergent community
  • The opportunity advisors have to better serve individuals on the spectrum
  • How financial literacy and wealth management both play critical roles in long-term well-being

Resources:

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About Our Guest:

A recognized connector in the wealth management industry, Ryan Marcus has over two decades of experience leading strategy and client engagement across respected firms such as United Capital, RBC Advisor Services, and MarketCounsel Consulting. He has driven growth by aligning people, ideas, and opportunities, with a focus on enhancing client experience and deepening relationships. Known for building trust and offering strategic insight, Ryan has shared his perspective through industry panels and publications. His work continues to shape how firms think about client service, business development, and scalable infrastructure in an evolving regulatory and competitive landscape.

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