Sponsored by Schwab Advisor Services
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, managing director of Informa Wealth Management, speaks with Chris Kerckhoff, CEO of Plancorp, about the drivers of the company’s growth and its overall evolution into one of the largest and most influential RIAs in the industry.
Specifically, Mark and Chris discuss:
- Plancorp’s organic and inorganic growth strategy – and how the two should complement each other
- The benefits of expanding the company’s equity ownership to more than 20 team members
- Where Chris sees the most significant opportunities for PlanCorp to continue to grow over the next several years
- How Chris has seen the advisor-client dynamic change in recent years and how will it continue to evolve'