Sponsored by Schwab Advisor Services
With more investors seeking out financial advice than ever before, RIAs are in a position to capitalize on an evolving mix of investing, planning and technology developments that can create long-term business growth.
In this episode of RIA Edge, Mark Bruno, managing director at Informa Wealth Management, speaks with Stan Gregor, CEO of Summit Financial. Stan shares details on Summit’s growth trajectory in recent years – while offering advice on how other firms can create scalable, repeatable growth strategies and transform their practices into truly unique advice platforms.
Specifically, Mark and Stan discuss:
- Balancing organic and inorganic growth strategies
- How to identify the right types of acquisition, recruiting and partnership opportunities
- The difference between growth and “good growth”
- The most valuable technology and communication lessons learned in the past 18 months
If you’re interested in continuing the RIA Edge discussion, don’t miss out on our next big event this coming June, at the Diplomat. Registration is now open!