Sponsored 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