The RIA channel has seen tremendous growth over the last decade, but a handful of RIAs have executed on M&A and marketing strategies that have positioned them as the industry’s truly elite firms.
In this first episode of RIA Edge, Mark Bruno, managing director at Informa Wealth Management, speaks with Scott Hanson, co-founder and senior partner of Allworth Financial, about how he was able to grow his business into a national RIA with roughly $11 billion in assets through a range of intentional organic and inorganic strategies.
Mark and Scott discuss:
- Allworth’s M&A strategy and ideal acquisition targets
- How Allworth is creating and driving growth for the firms it has acquired
- Digital marketing strategies adopted during the pandemic that are here to stay
- How to create an optimal experience that drives client retention and acquisition