RIA executive Mike Capelle shares his vision for Modern Wealth Management to become a nationwide, “holistic” wealth management firm for the mass affluent.
I’ve always said that the investment advisory/financial planning profession is built on relationships and legacy. Failing to invest in your firm’s relationships with its employees as part of that strategy is a surefire way to fail.
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.
