Mark DeLotto, partner and corporate development officer at Simon Quick Advisors, discusses the firm's growth strategy, emphasizing broad ownership culture and team collaboration. He highlights their focus on trusts and estate planning expertise while sharing plans for expansion through strategic RIA acquisitions. |
|
|
Andrew Leonard, founder of Geometric Wealth Advisors, shares how his firm reached $1B in AUM by exclusively serving executives from top consulting firms like McKinsey, Bain, and BCG. The firm's success stems from deep industry knowledge, strategic remote work policies, and a unique approach to tax services and client acquisition. |
|
|
| | Grant Rawdin, CEO of Wescott Financial Advisory Group, discusses the firm’s growth through networking and commitment to client advocacy, emphasizing Wescott's unique culture, B-Corp certification, and focus on sustainability. |
|
|
| | Grant Rawdin, CEO of Wescott Financial Advisory Group, discusses the firm’s growth through networking and commitment to client advocacy, emphasizing Wescott's unique culture, B-Corp certification, and focus on sustainability. |
|
|
| Snowden Lane's CEO Robert Mooney discusses the firm's growth, equity buyback, and strategic shifts in wealth management. He explores talent acquisition, retirement plans, alternative investments, and the sustainability of RIA valuations. |
| |
|
| Snowden Lane's CEO Robert Mooney discusses the firm's growth, equity buyback, and strategic shifts in wealth management. He explores talent acquisition, retirement plans, alternative investments, and the sustainability of RIA valuations. |
| |
|
|
If you have trouble viewing this email, read the online version | Add to Safe Sender List
