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Podcast Production Brief and 20-Minute Interview Script

Prepared for audio generation in NotebookLM, Jellypod/Jelly-style tools, ElevenLabs, Wondercraft, or similar AI podcast platforms

One-line goal: Create a polished, credible, 20-minute interview-style podcast that brings the Blue Grit + WealthFit x BharCap vision to life. The listener should understand that Blue Grit is the core RIA investment and operating platform, WealthFit is the proprietary growth engine and intelligence layer, and BharCap is the strategic financial-services capital partner that can help scale the platform.

1. Production Instructions for the Podcast Tool

Use the instructions below as the master prompt when uploading this document to the podcast generation platform.

Master prompt to give the podcast platform

Create a 20-minute, high-quality business podcast episode based on the transcript and creative brief below. The format should feel like a strategic interview with a sharp host interviewing Adam Schwartz, CEO of Blue Grit, and Bharath Srikrishnan, founder of BharCap. The episode should sound conversational, credible, polished, and emotionally compelling. It should not sound like a sales pitch, hype reel, or AI-generated summary. The listener should come away believing this could be a category-defining platform in financial services.

Core story: Blue Grit is the specialized RIA investment and operating platform. WealthFit is the proprietary organic growth engine and demand-intelligence layer that makes Blue Grit different from other PE-backed wealth platforms. BharCap is the strategic financial-services capital partner that brings capital, pattern recognition, credibility, and platform-building expertise. Together, Blue Grit + WealthFit + BharCap create a differentiated way to invest in, support, and scale founder-led RIAs and, over time, adjacent founder-led financial-services businesses.

Keep the final audio to approximately 20 minutes. Preserve the narrative structure, core messages, and key sound bites. Make the delivery sound like a real podcast interview, not a staged reading.

Episodes (2)

May 27, 2026

AI-Native Wealth Management's 5-Year Growth Window

Jennifer, Adam Schwartz, and Bharath Srikrishnan unpack the structural growth squeeze facing independent RIAs and why AI is reshaping how affluent families discover advisors. They also explore Blue Grit’s active operating model and WealthFit’s trust-first diagnostic engine as a new way to drive qualified demand and build a defensible moat.

May 26, 2026

Blue Grit’s AI-Native Front Door for Wealth Growth

This episode explores why capital alone no longer scales advisory firms and how Blue Grit’s operating model pairs investment with hands-on growth support. It also dives into WealthFit’s trust-first, AI-native discovery engine that connects complex clients with the right advisors while creating a powerful moat of real-time market intelligence.