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RIA Edge

Business & Economics Podcasts

RIA Edge is the only podcast that focuses on how the wealth management industry’s top RIAs are growing their businesses through M&A and strategic organic growth plans. Hosted by Mark Bruno, RIA Edge provides leaders of advisory firms with research, best practices and recommendations that are designed to drive intentional growth. Guests of RIA Edge will share how they have grown through acquisition, strategic partnerships, improved marketing or client acquisition strategies – and ultimately, how they became one of the industry’s most influential players.

RIA Edge is the only podcast that focuses on how the wealth management industry’s top RIAs are growing their businesses through M&A and strategic organic growth plans. Hosted by Mark Bruno, RIA Edge provides leaders of advisory firms with research, best practices and recommendations that are designed to drive intentional growth. Guests of RIA Edge will share how they have grown through acquisition, strategic partnerships, improved marketing or client acquisition strategies – and ultimately, how they became one of the industry’s most influential players.

Location:

United States

Description:

RIA Edge is the only podcast that focuses on how the wealth management industry’s top RIAs are growing their businesses through M&A and strategic organic growth plans. Hosted by Mark Bruno, RIA Edge provides leaders of advisory firms with research, best practices and recommendations that are designed to drive intentional growth. Guests of RIA Edge will share how they have grown through acquisition, strategic partnerships, improved marketing or client acquisition strategies – and ultimately, how they became one of the industry’s most influential players.

Language:

English

Episodes

Merit’s Kay Lynn Mayhue: Building a National Wealth Management Firm

12/21/2021
A small, but growing, number of influential independent advisory firms are on the fast track to becoming truly national wealth managers. M&A has been a tool that has allowed regional firms to expand their footprints, and Merit Financial Advisors is perhaps one of the industry’s best examples of how strategic M&A can be transformational – … Continue reading Merit’s Kay Lynn Mayhue: Building a National Wealth Management Firm →

Duration:00:30:19

Wipfli’s Jeff Pierce: Strategies for Driving Quality RIA Growth

12/14/2021
While every RIA has its own unique approach to adding new clients and talent, the top-performing firms share some common strategic approaches to accelerating and driving organic and inorganic growth. In this episode of RIA Edge, Mark Bruno, Managing Director at Informa Wealth Management, speaks with Jeff Pierce, CEO of Wipfli Financial Advisors, about the … Continue reading Wipfli’s Jeff Pierce: Strategies for Driving Quality RIA Growth →

Duration:00:24:53

Grow by Design, Not by Default: Journey’s Penny Phillips

11/23/2021
For the last decade, strong equity markets have powered a substantial amount of growth for tens of thousands of financial advisors. A handful of firms, however, have “cracked the code” and created blueprints for driving strategic growth for their firms that will extend well beyond this prolonged bull market. In this episode of RIA Edge, … Continue reading Grow by Design, Not by Default: Journey’s Penny Phillips →

Duration:00:32:12

The Evolution of Independence: Snowden Lane’s Rob Mooney

11/12/2021
As the independent and RIA channels have grown and become more influential, the challenges and opportunities aligned with running your own businesses have grown significantly in recent years. To better understand and assess the options that are now available to advisors who are looking to build their own businesses — or accelerate the growth of … Continue reading The Evolution of Independence: Snowden Lane’s Rob Mooney →

Duration:00:27:11

From Practice to Platform: Strategic RIA Growth With Stan Gregor

10/27/2021
With more investors seeking out financial advice than ever before, RIAs are in a position to capitalize on an evolving mix of investing, planning and technology developments that can create long-term business growth. In this episode of RIA Edge, Mark Bruno, managing director at Informa Wealth Management, speaks with Stan Gregor, CEO of Summit Financial. … Continue reading From Practice to Platform: Strategic RIA Growth With Stan Gregor →

Duration:00:33:18

Drivers of Strategic RIA Growth: Wealthcare’s Matt Regan

10/12/2021
Every RIA firm is unique and has its own strategies and approaches for driving growth. But a handful of the fastest growing and most successful firms have one thing in common: They take an active approach to managing and thinking about growth on a daily basis – and ultimately how they can continue to improve … Continue reading Drivers of Strategic RIA Growth: Wealthcare’s Matt Regan →

Duration:00:27:54

Marketing with Intent: Chequers’ Megan Gorman on how RIAs can build a brand and voice

9/28/2021
Many in RIAs understand the importance of strong marketing strategies, but knowing what types of strategies – and then consistently executing – is a major challenge for a number of advisors. In this episode of RIA Edge, Mark Bruno, managing director at Informa Wealth Management, speaks with Megan Gorman, founder and managing partner of Chequers … Continue reading Marketing with Intent: Chequers’ Megan Gorman on how RIAs can build a brand and voice →

Duration:00:32:07

After the Close: Building a Truly Integrated RIA Following a Merger or Acquisition

9/17/2021
Mergers and acquisitions are becoming a more common way for larger RIAs to grow. But successfully managing a merger or acquisition after the deal closes is anything but a straight line — and many RIAs are looking for guidance on how to build a “culture of one.” In this episode, Mark Bruno, managing director at … Continue reading After the Close: Building a Truly Integrated RIA Following a Merger or Acquisition →

Duration:00:30:34

Brilliant Growth Strategies in the RIA World with Jeff Concepcion

8/24/2021
While a number of RIAs have experienced significant growth in recent years, many have actually grown by default – not design: Often, advisors are relying on the market, existing clients and referrals to drive growth. But there are a number of steps and strategies that advisors can implement to drive intentional, sustainable growth. Few leaders … Continue reading Brilliant Growth Strategies in the RIA World with Jeff Concepcion →

Duration:00:26:49

Finding the right fit: M&A, Recruiting and Marketing Strategies with Wealthspire’s Michael LaMena

8/10/2021
While the RIA channel has been growing at a steady clip for years, a handful of firms have grown at an accelerated rate and are now responsible for the lion’s share of assets and clients in the industry. Wealthspire Advisors has been one of the fastest growing RIAs in the business, and CEO Mike LaMena … Continue reading Finding the right fit: M&A, Recruiting and Marketing Strategies with Wealthspire’s Michael LaMena →

Duration:00:35:28

Updating Growth Strategies for RIAs With Claire O’Keefe

7/27/2021
Finding business strategies that work, and promote continuous growth can be one of the biggest challenges when running a business, especially coming out of the pandemic. But one firm, Cerity Partners has been able to maintain and continue their growth in tremendous ways. In this episode, Mark Bruno sits down with Claire O’Keefe, partner and … Continue reading Updating Growth Strategies for RIAs With Claire O’Keefe →

Duration:00:20:58

M&A and Marketing Strategies for Driving “Intentional Growth”: Allworth Financials’ Scott Hanson

7/13/2021
The RIA channel has seen tremendous growth over the last decade, but a handful of RIAs have executed on M&A and marketing strategies that have positioned them as the industry’s truly elite firms. In this first episode of RIA Edge, Mark Bruno, Managing Director at Informa Wealth Management, speaks with Scott Hanson, co-founder and senior … Continue reading M&A and Marketing Strategies for Driving “Intentional Growth”: Allworth Financials’ Scott Hanson →

Duration:00:26:57