Bill Keen, Founder of Keen Wealth Advisors, and Matt Wilson, its President, discuss their firm’s rise to a billion-dollar RIA by leveraging a hyper-local niche strategy in the architecture and construction sectors. They dive into the importance of understanding unique employee needs for retirement planning, the shift from tax preparation to strategic planning, and the role of seamless advisor transitions. Additionally, they highlight how building a culture of generosity within the firm can foster community impact and job security for advisors.
