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Verdence's Leo Kelly: Building an RIA with the 'client as the architect'
Jun 19, 2024
Leo Kelly, CEO of Verdence Capital Advisors, discusses building an RIA where the client is the architect. He shares insights on growth strategies, investing in talent and tech, and meeting evolving needs of HNW clients. The podcast covers his journey, hyper-collaborative team building, growth mindset culture, and ambitions for creating a lasting legacy.
42:07
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Quick takeaways
- Build your RIA as if the client is the architect, focusing on personalized experiences.
- Verdence prioritizes organic growth by investing in talent and technology while adapting to evolving client needs.
Deep dives
Leo Kelly's Unique Personal Story and Path to Wealth Management
Leo Kelly, the founder and CEO of Verdance Capital Advisors, shared his distinctive journey to founding the firm, including his background in copier sales and transition to finance. Raised in a modest family, Kelly's entrepreneurial spirit sparked early, driving him to success through copier sales and then later pursuing a finance degree.
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Discover
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Listen to the best highlights from the podcasts you love and dive into the full episode