RIA+ An Inside Look at Pure Financial - An RIA Organic Growth Machine
Aug 7, 2024
Joe Anderson, President and CEO of Pure Financial, and Jason Carver, its Managing Partner and CFO, share insights into Pure's rapid growth, now exceeding $6 billion in assets. They discuss innovative marketing and content strategies that prioritize client education. The duo highlights the importance of empowering financial advisors and adapting lead generation tactics, particularly during the pandemic. Their take on balancing organic and inorganic growth through mergers and acquisitions reveals tactics for long-term sustainability in the competitive financial landscape.
AI Snips
Chapters
Transcript
Episode notes
Joe Anderson's Pure Financial Origin
- Joe Anderson shared his personal journey starting Pure Financial in 2007 with a mission to build a better wealth management firm.
- They aimed to create a career track where CFPs focus on financial advice, not business development or sales.
Serving the Underserved Middle Market
- Pure Financial targets middle-market clients often underserved by wealth management firms.
- They deliver high-quality fiduciary advice at scale, avoiding the common practice of only serving ultra-high-net-worth individuals.
Support Advisors To Thrive
- Build a wealth management model that fully supports advisors by centralizing business development and administrative tasks.
- Enable advisors to focus solely on delivering high-quality financial advice to clients.