Jim Gold, CEO of Steward Partners, shares the firm's growth strategy, which combines recruiting experienced advisors and strategic M&A to address succession planning while maintaining an independent RIA model. |
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David Hefty, founder and CEO of Credent Wealth Management, discusses his firm's aggressive growth strategy, unique funding approach through private credit, and commitment to fully integrating acquired teams while prioritizing client experience. |
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| | Andree Mohr, president of Integrated Partners, talks at the recent MarketCounsel Summit in Las Vegas about client-centric partnerships and the evolution of advisors into "expert coordinators," and how leveraging technology at scale can bring greater specialization to financial services. |
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| | Andree Mohr, president of Integrated Partners, talks at the recent MarketCounsel Summit in Las Vegas about client-centric partnerships and the evolution of advisors into "expert coordinators," and how leveraging technology at scale can bring greater specialization to financial services. |
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| Michael Nathanson, CEO of Focus Financial Partners, discusses their shift to private equity, rebranding, and hub consolidation strategy. The move aims to enhance efficiencies, expand services, and accelerate growth while balancing interdependence with advisor autonomy. |
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| Michael Nathanson, CEO of Focus Financial Partners, discusses their shift to private equity, rebranding, and hub consolidation strategy. The move aims to enhance efficiencies, expand services, and accelerate growth while balancing interdependence with advisor autonomy. |
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