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.
What motivated the founders of Holistic Planning to leave Edward Jones after more than four decades? They discuss their thought process, the transition and the growth opportunities they are now experiencing.
Dan Seivert of ECHELON Partners offers perspective to help advisors better understand their business’s value drivers and how to maximize each, even if you aren’t interested in going independent or selling your business.
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.
