Tune in to the latest RIA Edge episodes where Jonathan Foster dives into high-net-worth strategies, and Brandon Kawal shares insights on the M&A landscape for 2024.
| Jon Foster CEO, Angeles Wealth Management |
| | David asks Jon about his approach to HNW clients through an "open architecture" service model, putting the advisor on the same side as the client, and also shares how he prioritizes organic growth through a culture of storytellers. |
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| David and Brandon discuss remaining buoyant in the M&A market despite the challenges of 2022, and the significance of meeting the needs of both sellers and buyers, particularly in terms of succession planning and potential partnerships. |
| | Brandon Kawal Partner, Advisor Growth Strategies |
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