Bill Keen/Matt Wilson: How a Hyper-Local Niche Fueled a $1 Billion RIA
Barron's Advisor
00:00
Intro
This chapter explores the journey of a billion-dollar RIA firm that leveraged a niche strategy in local markets, particularly in the architecture and construction sectors. The speakers share insights on organic growth, client relationships, and fostering a culture of generosity within their firm.
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