In the Advisor Transition Report’s companion podcast episode, Louis and Jason Diamond explore the key takeaways and their anticipated influence on activity during 2024 and beyond.
Brett Bernstein realized that he could not achieve his vision and goals within the wirehouse world. So he set out to build his own practice. When he outgrew that, he built a firm. Now, he’s building an enterprise.
Growth-minded RIAs often look to bring new services to clients. Research from WMIQ and MarshBerry shows widely different motivations and approaches—and sometimes elevated expectations for the impact on firm value.
