RIA’s approach has seen growth over the past decade, but most of the RIA’s have been implemented on M&A and sales pitch that have established themselves as the best -selling companies.
In this first episode of RIA Edge, Mark Bruno, managing director at Informa Wealth Management, spoke with Scott Hanson, co-founder and senior partner of Allworth Financial, about how his business has been able to grow. in the RIA country with about $ 11 billion. to assets through a variety of planning and scheduling methods.
Mark and Scott discuss:
- Allworth’s M&A strategy and well -set goals
- How Allworth built and generated growth for the businesses he acquired
- Technological marketing models used during the disease are here to stay
- How to build a better experience to attract customers to stop and receive