RIA Edge
David Armstrong
RIA Edge is the only podcast that focuses on how the wealth management industry’s top RIAs are growing their businesses through M&A and strategic organic growth plans. Hosted by David Armstrong, RIA Edge provides leaders of advisory firms with research, best practices and recommendations that are designed to drive intentional growth. Guests of RIA Edge will share how they have grown through acquisition, strategic partnerships, improved marketing or client acquisition strategies – and ultimately, how they became one of the industry’s most influential players.
Episodes
Mentioned books
Mar 15, 2022 • 28min
RIA Edge Podcast: Beacon Pointe’s Matt Cooper on Driving Exponential RIA Growth
From one small firm in 2011 to a national RIA with 36 offices in 2020, Beacon Pointe has experienced tremendous growth within the industry in a short period of time. Beacon Pointe’s M&A strategy has played a large role in its growth and they have evolved into one of the leading, most active – and … Read More Read More
Mar 1, 2022 • 33min
RIA Edge Podcast: Mercer Advisors’ Martine Lellis on Growth Through Talent Management
As organizations grow, employees from top-to-bottom need to be aligned and appropriately motivated — and recruiting new talent will be essential to driving and creating exponential growth. In this episode of RIA Edge, Mark Bruno, managing director at Informa Wealth Management, speaks with Martine Lellis, chief talent and administrative officer with Mercer Advisors, on human … Read More Read More
Feb 17, 2022 • 34min
RIA Edge Podcast: Plancorp’s Chris Kerckhoff on Reinventing the Client Experience
Plancorp, a $5.1 billion RIA, has been one of the fastest-growing – and most focused – firms in the industry. Plancorp’s growth has been fueled by an unrelenting emphasis on the client experience, and a commitment to enrolling its expanding team in the company strategy and success. In this episode of RIA Edge, Mark Bruno, … Read More Read More
Feb 9, 2022 • 32min
Abacus Wealth’s Neela Hummel on Strategically Building a $4.4BN RIA
Not many CEOs of multi-billion dollar RIAs started out as an intern at the firm that they are now running. Even fewer have followed that career path to the top of a $4.4BN RIA that boasts over 70 employers. That’s the story of Neela Hummel, co-CEO of Abacus Wealth Partners, who recently took over as … Read More Read More
Jan 28, 2022 • 30min
Arnerich Massena’s Reegan Rae: The Secrets of Successful Organic Growth
In recent years, M&A has dominated the RIA industry. But Arnerich Massena is different—as one of the fastest-growing RIAs in the business, starting in 1991 they began achieving growth with a model that served several unique clients and business types. This required having multiple platforms of service for their clients but also beginning a journey … Read More Read More
Jan 18, 2022 • 26min
Build or Buy – or Both? Wealthstream’s Michael Goodman on building a $1BN RIA
The leaders of RIA firms have more options than ever before when evaluating growth opportunities in today’s market. M&A activity continues at an accelerated pace – and technology is allowing advisors to extend their services to an ever-increasing number of investors and clients. In this episode of RIA Edge, Mark Bruno, managing director at Informa … Read More Read More
Dec 21, 2021 • 30min
Merit’s Kay Lynn Mayhue: Building a National Wealth Management Firm
A small, but growing, number of influential independent advisory firms are on the fast track to becoming truly national wealth managers. M&A has been a tool that has allowed regional firms to expand their footprints, and Merit Financial Advisors is perhaps one of the industry’s best examples of how strategic M&A can be transformational – … Read More Read More
Dec 14, 2021 • 25min
Wipfli’s Jeff Pierce: Strategies for Driving Quality RIA Growth
While every RIA has its own unique approach to adding new clients and talent, the top-performing firms share some common strategic approaches to accelerating and driving organic and inorganic growth. In this episode of RIA Edge, Mark Bruno, Managing Director at Informa Wealth Management, speaks with Jeff Pierce, CEO of Wipfli Financial Advisors, about the … Read More Read More
Nov 23, 2021 • 32min
Grow by Design, Not by Default: Journey’s Penny Phillips
For the last decade, strong equity markets have powered a substantial amount of growth for tens of thousands of financial advisors. A handful of firms, however, have “cracked the code” and created blueprints for driving strategic growth for their firms that will extend well beyond this prolonged bull market. In this episode of RIA Edge, … Read More Read More
Nov 12, 2021 • 27min
The Evolution of Independence: Snowden Lane’s Rob Mooney
As the independent and RIA channels have grown and become more influential, the challenges and opportunities aligned with running your own businesses have grown significantly in recent years. To better understand and assess the options that are now available to advisors who are looking to build their own businesses — or accelerate the growth of … Read More Read More
