In an industry that's changing faster than ever, expectations for growth, both organic and inorganic, are only getting more intense. With private equity money flooding into the wealth management space, customer experience expectations leveling up, generative AI upending process and a generational wealth transfer that will transform client acquisitions, the journey to growth for all wealth management businesses will require adaptability, resilience and a long-term vision that puts client's ne ...
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Unlocking Growth: Lessons on Merging Organic and Inorganic Strategies from a $12 Billion Hybrid RIA
52:32
52:32
Mais Tarde
Mais Tarde
Listas
Like
Curtido
52:32
Organic vs. inorganic growth is a never-ending conversation in wealth management. How can they work together? Which is better? Join our host, Meg Carpenter, as she speaks with the growth leaders at Merit Financial Advisors, a $12 billion hybrid RIA. In this episode, she sits down with Kay Lynn Mayhue, President of Merit Financial Advisors, for a to…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Integrating Wealth Management and Accounting: Choreo’s Strategic Vision
50:16
50:16
Mais Tarde
Mais Tarde
Listas
Like
Curtido
50:16
Unlock the secrets to integrating wealth management and accounting seamlessly with insights from Larry Miles, CEO of Choreo and his experienced team. This episode of Growth Leaders of Wealth Management takes you inside Choreo’s journey, highlighting the strategic acquisition of RSM's US Wealth Management practice and the firm's impressive growth tr…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Altruist’s Unmatched and Mission Driven Growth
1:01:10
1:01:10
Mais Tarde
Mais Tarde
Listas
Like
Curtido
1:01:10
Ever wish you could see the gears turning in a hyper growth business? We’re peeling back the curtain on how Jason Wenk, the visionary behind Altruist and before that FormulaFolios, and his team at Altruist are disrupting wealth management for the better. You'll hear about how Jason's strategic decisions at FormulaFolios set the stage for Altruist's…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Transforming Wealth Management: How Facet Skyrocketed from $2 Million to $40 Million in Revenue with Organic Growth
26:07
26:07
Mais Tarde
Mais Tarde
Listas
Like
Curtido
26:07
Dive deep into the learnings and strategies behind Facet’s incredible journey from a humble $2 million to now $40 million in revenue—all achieved through pure organic growth. Join our host, Meg Carpenter, CEO and Co-Founder at Ficomm, as she sits down with Facet's CEO and Co-Founder, Anders Jones, and President and COO, Shruti Joshi. Together, we l…
…
continue reading