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
May 19, 2022 • 34min
RIA Edge Podcast: Sanctuary Wealth’s Jim Dickson on Balancing M&A and Organic Growth
While M&A activity gets the majority of the attention in the RIA industry, strategic and sustainable organic growth is actually the secret to success for the industry’s top firms. The fastest growing and most influential RIAs have a balanced approach to M&A and organic growth. They are always thinking about how the two forms of … Read More Read More
May 5, 2022 • 30min
RIA Edge Podcast: Cresset’s Doug Regan on Strategic, Purposeful Growth
While market appreciation, traditional referrals and word-of-mouth marketing has driven growth for a number of RIAs, the industry’s largest and most successful firms are strategically leveraging M&A, digital marketing and data to drive their next wave of growth. Cressit, the $23 billion RIA based out of Chicago, may be one of the industry’s best examples … Read More Read More
Apr 19, 2022 • 34min
RIA Edge Podcast: Thrivent Advisor Network Carolyn Armitage on true drivers of growth in the RIA space
When it comes to business growth within the M&A space, you must be strategic in development while acquiring companies that fit your business model. In this episode, Mark Bruno, Managing Director at Informa Wealth Management, speaks with Carolyn Armitage, CFP®, CIMA®, Head of Thrivent Advisor Network, about the key findings from the RIA Edge study, … Read More Read More
Apr 6, 2022 • 35min
RIA Edge Podcast: Pathstone’s Matthew Fleissig on the Journey to $35BN
Few firms have experienced the growth that Pathstone – one of the largest RIAs in the business — has enjoyed in recent years. Through a strategic approach to M&A, technology, and socially responsible investing, Pathstone has emerged as one of the most successful advisory firms to ultra-high-net-worth individuals. In this episode of RIA Edge, Mark … Read More Read More
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
