With markets no longer providing advisers with a wide number of opportunities to grow their assets, RIAs must be truly intentional about how they drive meaningful organic growth.
In this episode of RIA Edge, Mark Bruno, managing director at Informa Wealth Management, speaks with Jalina Kerr, managing director of client services for Schwab Advisor Services, on creating intentional growth strategies and how companies must adapt to the next generation’s wants and needs.
Specifically, Mark and Jalina discuss:
- What companies can do create and manage intentional growth plans
- How digital onboarding has changed the way advisors grow their clients base post-pandemic
- What are advisors currently doing to accelerate their growth
- How should advisors interact with the next generation of investors compared to previous generations
- And more