While every RIA has its own unique approach to adding new clients and talent, the top-performing firms share some common strategic approaches to accelerating and driving organic and inorganic growth.
In this episode of RIA Edge, Mark Bruno, Managing Director at Informa Wealth Management, speaks with Jeff Pierce, CEO of Wipfli Financial Advisors, about the keys to his firm’s march to $5 billion in assets. Jeff specifically shares his thoughts on how his firm is beginning to use M&A to acquire both clients and talent that will drive future growth. In addition, Mark and Jeff discuss:
- Creating consistent, scalable growth
- The current “talent wars” in the RIA market
- 2022 M&A opportunities
- Opportunities to add planning and advice services for Wiplfi’s accounting clients
Connect With Mark Bruno:
- LinkedIn | Mark Bruno
- Mark Bruno (@brunz99) | Twitter
- Informa: Overview | LinkedIn
Connect With Jeff Pierce:
About Our Guest:
When it comes to his client philosophy, Jeff says one key tenet has always been clear: Investing is about more than just money. It’s a guiding principle he reinforces across the business, emphasizing the importance of fostering client well-being beyond their financial lives. For Jeff, that means helping Wipfli Financial’s advisors create alignment between their clients’ resources, values and aspirations.
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