Skip navigation
RIA Edge

RIA Edge Podcast: Wipfli's Jeff Pierce's Strategies for Driving Quality RIA Growth

Wipfli Financial Advisors CEO Jeff Pierce details how his firm is using M&A to acquire both clients and talent that will drive future growth.

 

schwab-advisor-services-ria-edge-logo.pngSponsored by Schwab Advisor Services

 

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 keys to his firm’s march to $5 billion in assets. Jeff specifically shares his thoughts on how his firm is beginning to use M&A to acquire both clients and talent that will drive future growth. In addition, Mark and Jeff discuss:

  • Creating consistent, scalable growth
  • The current “talent wars” in the RIA market
  • 2022 M&A opportunities 
  • Opportunities to add planning and advice services for Wiplfi’s accounting clients

Listen to the RIA Edge Podcast

Hide comments

Comments

  • Allowed HTML tags: <em> <strong> <blockquote> <br> <p>

Plain text

  • No HTML tags allowed.
  • Web page addresses and e-mail addresses turn into links automatically.
  • Lines and paragraphs break automatically.
Publish