Grant Rawdin, CEO of Wescott Financial Advisory Group, discusses the firm’s growth through networking and commitment to client advocacy, emphasizing Wescott's unique culture, B-Corp certification, and focus on sustainability. |
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Snowden Lane's CEO Robert Mooney discusses the firm's growth, equity buyback, and strategic shifts in wealth management. He explores talent acquisition, retirement plans, alternative investments, and the sustainability of RIA valuations. |
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| | 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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| | 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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| 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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