The first quarter saw a record number of M&A deals in the RIA space, according to DeVoe & Co., with firms having “figured out how to do deals in higher interest-rate environments,” one consultant said.
Marketing and growth experts at RIA Edge Nashville discussed how advancements in client outreach and tracking have made it more realistic for even small RIAs to move beyond relying solely on referrals for new business.
Steven Jarvis, the founder and CEO of Retirement Tax Services, offers advice on how a CPA can help increase the growth and enterprise value of an advisor’s business.
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