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RIA Edge: Updating Growth Strategies for RIAs With Cerity Partners' Claire O'Keefe

Mark Bruno sits down with Claire O'Keefe, partner and head of corporate development at Cerity Partners. Claire reveals how Cerity Partners was able to become a top RIA and how it fostered long-term, sustainable growth.

 

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Finding business strategies that work and promote continuous growth can be one of the biggest challenges when running a business, especially coming out of the pandemic. 

But one firm, Cerity Partners, has been able to maintain and continue its growth in tremendous ways.

In this episode, Mark Bruno sits down with Claire O'Keefe, partner and head of corporate development at Cerity Partners. Claire reveals how Cerity Partners was able to become one of the top RIAs for individuals, businesses and nonprofits, and how they have fostered long-term, sustainable growth for their business. 

Claire O'Keefe

Claire O'Keefe

Mark and Claire discuss:

  • Primary drivers Cerity has had for effective organic growth;
  • Five key areas Cerity focuses on when looking at potential “good-fit” clients;
  • Ways to continue meaningful engagement between advisors and clients during and after the pandemic; 
  • The strategies that Cerity uses to determine if their growth is high quality and will contribute to future growth.

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