This 20-minute power session will provide advisors with a view into the trends that are influencing and impacting growth across the RIA landscape. More specifically, it will provide benchmarks for growth rates and a high-level view of the “levers” that top firms are using to accelerate growth. In addition, it will also address some of the challenges even the most successful firms have experienced from their growth – and how they have set their firms up to solve for these issues and continue to grow their businesses. Tom Bradley and Mark Bruno will discuss trends in the industry, including insights from Schwab’s recent Independent Advisor Outlook Study.

This session will help make the distinction between succession planning and sale planning, two things that are often conflated. Speakers will focus on the decision-making process leading up to a potential deal—whether that’s an internal or external sale. How viable is a sale to an internal partner? How does a founder start thinking about the process to set everyone up for success? Those questions, and more, will be addressed.