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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

RIA Edge Podcast: Sanctuary Wealth’s Jim Dickson on Balancing M&A and Organic Growth

5/19/2022
While M&A activity gets the majority of the attention in the RIA industry, strategic and sustainable organic growth is actually the secret to success for the industry’s top firms. The fastest growing and most influential RIAs have a balanced approach to M&A and organic growth. They are always thinking about how the two forms of … Continue reading RIA Edge Podcast: Sanctuary Wealth’s Jim Dickson on Balancing M&A and Organic Growth →

Duration:00:33:51

RIA Edge Podcast: Cresset’s Doug Regan on Strategic, Purposeful Growth

5/5/2022
While market appreciation, traditional referrals and word-of-mouth marketing has driven growth for a number of RIAs, the industry’s largest and most successful firms are strategically leveraging M&A, digital marketing and data to drive their next wave of growth. Cressit, the $23 billion RIA based out of Chicago, may be one of the industry’s best examples … Continue reading RIA Edge Podcast: Cresset’s Doug Regan on Strategic, Purposeful Growth →

Duration:00:29:54

RIA Edge Podcast: Thrivent Advisor Network Carolyn Armitage on true drivers of growth in the RIA space

4/19/2022
When it comes to business growth within the M&A space, you must be strategic in development while acquiring companies that fit your business model. In this episode, Mark Bruno, Managing Director at Informa Wealth Management, speaks with Carolyn Armitage, CFP®, CIMA®, Head of Thrivent Advisor Network, about the key findings from the RIA Edge study, … Continue reading RIA Edge Podcast: Thrivent Advisor Network Carolyn Armitage on true drivers of growth in the RIA space →

Duration:00:33:38

RIA Edge Podcast: Pathstone’s Matthew Fleissig on the Journey to $35BN

4/6/2022
Few firms have experienced the growth that Pathstone – one of the largest RIAs in the business — has enjoyed in recent years. Through a strategic approach to M&A, technology, and socially responsible investing, Pathstone has emerged as one of the most successful advisory firms to ultra-high-net-worth individuals. In this episode of RIA Edge, Mark … Continue reading RIA Edge Podcast: Pathstone’s Matthew Fleissig on the Journey to $35BN →

Duration:00:34:57

RIA Edge Podcast: Beacon Pointe’s Matt Cooper on Driving Exponential RIA Growth

3/15/2022
From one small firm in 2011 to a national RIA with 36 offices in 2020, Beacon Pointe has experienced tremendous growth within the industry in a short period of time. Beacon Pointe’s M&A strategy has played a large role in its growth and they have evolved into one of the leading, most active – and … Continue reading RIA Edge Podcast: Beacon Pointe’s Matt Cooper on Driving Exponential RIA Growth →

Duration:00:28:07

RIA Edge Podcast: Mercer Advisors’ Martine Lellis on Growth Through Talent Management

3/1/2022
As organizations grow, employees from top-to-bottom need to be aligned and appropriately motivated — and recruiting new talent will be essential to driving and creating exponential growth. In this episode of RIA Edge, Mark Bruno, managing director at Informa Wealth Management, speaks with Martine Lellis, chief talent and administrative officer with Mercer Advisors, on human … Continue reading RIA Edge Podcast: Mercer Advisors’ Martine Lellis on Growth Through Talent Management →

Duration:00:33:02

RIA Edge Podcast: Plancorp’s Chris Kerckhoff on Reinventing the Client Experience

2/17/2022
Plancorp, a $5.1 billion RIA, has been one of the fastest-growing – and most focused – firms in the industry. Plancorp’s growth has been fueled by an unrelenting emphasis on the client experience, and a commitment to enrolling its expanding team in the company strategy and success. In this episode of RIA Edge, Mark Bruno, … Continue reading RIA Edge Podcast: Plancorp’s Chris Kerckhoff on Reinventing the Client Experience →

Duration:00:34:06

Abacus Wealth’s Neela Hummel on Strategically Building a $4.4BN RIA

2/9/2022
Not many CEOs of multi-billion dollar RIAs started out as an intern at the firm that they are now running. Even fewer have followed that career path to the top of a $4.4BN RIA that boasts over 70 employers. That’s the story of Neela Hummel, co-CEO of Abacus Wealth Partners, who recently took over as … Continue reading Abacus Wealth’s Neela Hummel on Strategically Building a $4.4BN RIA →

Duration:00:31:53

Arnerich Massena’s Reegan Rae: The Secrets of Successful Organic Growth

1/28/2022
In recent years, M&A has dominated the RIA industry. But Arnerich Massena is different—as one of the fastest-growing RIAs in the business, starting in 1991 they began achieving growth with a model that served several unique clients and business types. This required having multiple platforms of service for their clients but also beginning a journey … Continue reading Arnerich Massena’s Reegan Rae: The Secrets of Successful Organic Growth →

Duration:00:29:31

Build or Buy – or Both? Wealthstream’s Michael Goodman on building a $1BN RIA

1/18/2022
The leaders of RIA firms have more options than ever before when evaluating growth opportunities in today’s market. M&A activity continues at an accelerated pace – and technology is allowing advisors to extend their services to an ever-increasing number of investors and clients. In this episode of RIA Edge, Mark Bruno, managing director at Informa … Continue reading Build or Buy – or Both? Wealthstream’s Michael Goodman on building a $1BN RIA →

Duration:00:26:06

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