Barron's Advisor Ryan Parker: What Advisors Can Learn From EP Wealth’s Rapid Growth
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Oct 28, 2025 Ryan Parker, CEO of EP Wealth—a rapidly growing fee-only wealth management firm—shares insights on scaling with a focus on local partnerships. He discusses EP's client-centered strategy and why they prioritize organic and inorganic growth. Ryan highlights the importance of cultural alignment in partnerships and the benefits of regional autonomy. He also explores how technology and AI are transforming client expectations, emphasizing the need for diversity and internal talent development. His key takeaway? Asking better questions can significantly enhance organic growth.
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Local Hubs Power Dual Growth
- EP Wealth pairs client focus with creating a great place for advisors to build careers as its core strategy.
- They treat inorganic and organic growth as complementary, using local partners to create regional hubs that drive both.
Empower Proven Regional Leaders
- Hire proven, autonomous regional leaders and let them run their business with support rather than micromanaging them.
- Prefer hungry, low-ego operators over bureaucrats who lack entrepreneurial instincts.
Vet Culture Before Making Offers
- Spend substantial time in a culture 'courtship' to align philosophy before making any financial bid or deal.
- Share uncensored references by letting prospective sellers call past partners to validate culture and fit.