Sponsored by Schwab Advisor Services
While M&A activity gets the majority of the attention in the RIA industry, strategic and sustainable organic growth is actually the secret to success for the industry’s top firms.
The fastest growing and most influential RIAs have a balanced approach to M&A and organic growth. They are always thinking about how the two forms of growth can complement and accelerate each other.
Sanctuary Wealth is writing the RIA playbook on how to balance organic and inorganic growth. In this episode of RIA Edge, Mark Bruno, managing director at Informa Wealth Management, speaks with Jim Dickson, founder and chief executive officer, Sanctuary Wealth, about how RIAs can strategically approach mergers, acquisition, recruiting and sustainable organic growth.
Specifically, in this episode of RIA Edge, Mark and Jim discuss:
- How Sanctuary Wealth is providing growth opportunities to its advisors and acquisition targets;
- Key factors that contribute to valuation and differentiation in the RIA channel;
- How does Sanctuary Wealth assess the quality of a firm’s growth and what does “good growth” look like; and
- Why “growth” and “talent” are the two most important factors to consider in M&A deals and how is it embedded into the mindset of your team.