RIA+

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

Episode guests

Leo Kelly

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Episode notes

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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.

Intro

2min

Journey from Sales to Wealth Management: Starting Verdence Capital Advisors

14min

Building a Hyper-Collaborative Platform Business in Wealth Management

15min

Building a Collaborative Team with a Growth Mindset

8min

Embracing a Growth Mindset and Building a Legacy

2min

Exploring Business Growth and Culture with an Innovative Entrepreneur

2min

While it's been years since Leo Kelly, CEO and founder of Verdence Capital Advisors, left the wirehouse world for the independent channel, a simple governing principle continues to anchor his vision for leading one of the industry's top RIAs: Build you firm like your client is the architect.

Verdence, one of the nations' fastest-growing RIAs, continues to invest in both talent and technology to build out and enhance its unique business model - while also making sure they deliver a highly personalized and consistent experience for all of its clients. In this episode of RIA+, Leo shares his growth strategy with Emigrant Partners' Mark Bruno, and also outlines what lies ahead for Verdence, the independent channel and how the needs of HNW and ultra-HNW individuals are rapidly evolving.

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RIA+

Verdence's Leo Kelly: Building an RIA with the 'client as the architect'

Episode guests

Podcast summary created with Snipd AI

Quick takeaways

Deep dives

Leo Kelly's Unique Personal Story and Path to Wealth Management

Transition to Wealth Management and Financial Planning

Founding Verdance Capital Advisors: Evolution into a Platform Company

Cultivating Growth Through Organic Expansion and Talent Acquisition

Remember Everything You Learn from Podcasts