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RIA Edge: M&A, Recruiting and Marketing Strategies with Wealthspire’s Michael LaMena

Wealthspire CEO Mike LaMena discusses with Mark Bruno the firm's success, strategies and future plans.

 

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While the RIA channel has been growing at a steady clip for years, a handful of firms have grown at an accelerated rate and are now responsible for the lion’s share of assets and clients in the industry.

Wealthspire Advisors has been one of the fastest growing RIAs in the business, and CEO Mike LaMena sat down with Informa Connect Managing Director Mark Bruno to discuss the firm’s success, strategies and future plans. Specifically, in this Episode of RIA Edge, Mark and Mike discuss:

Wealthspire CEO Michael LaMena

Wealthspire CEO Michael LaMena

  • Wealthspire’s history of M&A and growth
  • Wealthspire’s ideal acquisition target and how it evaluates opportunities
  • The recent acquisition StratWealth
  • How Wealthspire has approached marketing and new client acquisition – and driven industry leading organic growth rates

Listen to the RIA Edge Podcast

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