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Finding the Right Fit: The Four Personality Factors that Drive Successful RIA Acquisitions

Now Available On Demand

More and more advisory businesses are seeking strategic partnerships by way of acquisition. The right strategic partner can help advisory businesses achieve accelerated growth, gain economies of scale and service clients better. But finding the right partner can be stressful, complicated and time-consuming.  

While the industry has numerous resources to help advisors think through the business considerations of a strategic partnership (pricing, structure, operations), advisors talk about finding the right “fit” – a broad term describing a compatibility of personality factors. In order to fill this gap, we hired a team of social scientists to develop a scientific approach to the subject of fit – to answer what it is, why it matters and what factors define it for advisors. 

Join us for this unique webinar where we’ll explore how this research fills a critical gap in the industry while making a bold claim against the status quo—personality factors, not business factors, determine the success of strategic partnerships—and hear from a scientist, a CEO and an advisor who can attest to the data.

CFP, CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credits have been applied for and are pending approval.

Sponsored by
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Bob Oros


Barnaby B. Riedel, Ph.D.
Co-Founder, Research
Riedel Strategy


Omar Qureshi , CIMA®, CPWA®
Managing Director, Partner and Investment Strategist
Hightower Wealth Advisors | St. Louis


David Armstrong - Moderator
Editor-in-Chief and Executive Director of Content and User Engagement