Ryan Parker

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.