RIA Edge podcast: Episodes 1-5
M&A and marketing strategies for driving 'intentional growth': Allworth Financial' Scott Hanson
In this first episode of RIA Edge, the brand new podcast, Mark Bruno, Managing Director at Informa Wealth Management, speaks with Scott Hanson, co-founder and senior partner of Allworth Financial, about how he was able to grow his business into a national RIA with roughly $11 billion in assets through a range of intentional organic and inorganic strategies.
Updating growth strategies for RIAs with Claire O'Keefe
In this episode, Mark Bruno sits down with Claire O’Keefe, partner and head of corporate development at Cerity Partners. Claire reveals how Cerity Partners was able to become one of the top RIAs for individuals, businesses and nonprofits, and how they have fostered long-term, sustainable growth for their business.
Finding the right fit: M&A, recruiting and marketing strategies with Wealthspire's Michael LaMena
Wealthspire Advisors has been one of the fastest growing RIAs in the business, and CEO Mike LaMena sat down with Informa Connect Managing Director Mark Bruno to discuss the firm’s success, strategies and future plans.
Brilliant growth strategies in the RIA world with Jeff Concepcion
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.Few leaders in the wealth management industry have a command over these strategies the way Jeff Concepcion, founder and CEO of Stratos Wealth Partners, has demonstrated. In this episode of RIA Edge, Mark Bruno, managing director at Informa Wealth Management, talks with Jeff about the growth and rise of Stratos into a platform with more than $19BN in assets under management.
After the close: building a truly integrated RIA following a merger or acquisition
In this episode, Mark Bruno, managing director at Informa Wealth Management, speaks with Greg Friedman, chief executive officer & founder of Private Ocean Wealth Management and Cynthia Greenfield, chief experience officer at Private Ocean Wealth Management about strategies for successfully navigating a company merger or acquisition.
Find out more about the RIA Edge podcast and listen to all the past and upcoming episodes.
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