Savant CEO and founder Brent Brodeski shares his playbook of success through M&A as a means to fill service gaps and expand his service model across 15 states, with national ambitions.
RIA executive Mike Capelle shares his vision for Modern Wealth Management to become a nationwide, “holistic” wealth management firm for the mass affluent.
Robson doesn’t see the need to bring every service offering in-house to effectively grow an RIA catering to HNW wealth creators. The secret is paying deep attention to the clients—and their families.
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.
Wealthspire Advisors’ Mike LaMena reveals the secret to building a national RIA with a single identity that empowers advisors to bring their “personal brand” and credibility to local communities and niche markets.
The contradictions and competing priorities that come with the "professionalization" of the independent wealth management space underscored most of the conversations at the recent MarketCounsel Summit.
