Month: August 2021
Brilliant Growth Strategies in the RIA World with Jeff Concepcion

Brilliant Growth Strategies in the RIA World with Jeff Concepcion

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While a number of RIAs have experienced significant growth in recent years, many have actually grown by default – not design: Often, advisors are relying on the market, existing clients and referrals to drive growth.

But there are a number of steps and strategies that advisors can implement to drive intentional, sustainable growth. Few leaders in the wealth management industry have a command over these strategies the way Jeff Concepcion, founder and CEO of Stratos Wealth Partners, has demonstrated. In this episode of RIA Edge, Mark Bruno, managing director at Informa Wealth Management, talks with Jeff about the growth and rise of Stratos into a platform with more than $19BN in assets under management. 

Specifically, Mark and Jeff discuss:

  • Stratos Wealth Partners’ story, business model and strategies behind their tremendous growth
  • The ideal acquisition target for Stratos 
  • Stratos’ approach to creating and driving organic growth
  • Jeff’s views on how the pandemic has changed, and will continue to change, the RIA space for advisors and their clients 
  • Strategic advice on how you can improve your overall growth rates 

Resources:

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Connect With Jeff Concepcion: 

About Our Guest:

Jeffrey Concepcion is the Founder and CEO of Stratos Wealth Partners, a firm which he launched in October of 2008. Jeff is responsible for the acquisition, development and coaching of the firm’s expanding number of affiliated advisors from across the nation. This is a role he embraces, and understands due to the fact that in addition to his leadership responsibilities, he also maintains a personal planning practice.

Jeff’s entire professional career has been spent in the financial services industry. Prior to starting Stratos Wealth Partners, Jeff spent 22 years in senior management positions with Lincoln Financial Network, including being the Executive Director for the Eastern Region where he was responsible for fully one-third of the United States. He was then appointed Senior Vice President of Market Access and a member of the Executive Committee; where he was one of only a handful of executives responsible for Lincoln’s entire retail financial services business.

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Finding the right fit: M&A, Recruiting and Marketing Strategies with Wealthspire’s Michael LaMena

Finding the right fit: M&A, Recruiting and Marketing Strategies with Wealthspire’s Michael LaMena

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While the RIA channel has been growing at a steady clip for years, a handful of firms have grown at an accelerated rate and are now responsible for the lion’s share of assets and clients in the industry.

Wealthspire Advisors has been one of the fastest growing RIAs in the business, and CEO Mike LaMena sat down with Informa Connect Managing Director Mark Bruno to discuss the firm’s success, strategies and future plans. Specifically, in this Episode of RIA Edge, Mark and Mike discuss:

  • Wealthspire’s history of M&A and growth
  • Wealthspire’s ideal acquisition target and how it evaluates opportunities
  • The recent acquisition StratWealth
  • How Wealthspire has approached marketing and new client acquisition – and driven industry leading organic growth rates

Connect With Michael LaMena:

Connect With Mark Bruno:

About Our Guest:

Mike LaMena has more than 25 years of experience building, operating, and leading global wealth management organizations. His commitment to service excellence and his fundamental belief in the power of the firm’s independent, conflict free model of financial advice and comprehensive wealth management, inspires his enthusiasm to serve clients and expand the business.

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