RIA+
RIA+ is a podcast for leaders of large, enterprise Registered Investment Advisory firms. Specifically, RIA+ provides insights into how some of the most successful RIAs are creating, maintaining and accelerating growth - while also ensuring their firms are appropriately developing talent and creating businesses that are culturally set up for long-term success.
RIA+
Verdence's Leo Kelly: Building an RIA with the 'client as the architect'
While it's been years since Leo Kelly, CEO and founder of Verdence Capital Advisors, left the wirehouse world for the independent channel, a simple governing principle continues to anchor his vision for leading one of the industry's top RIAs: Build you firm like your client is the architect.
Verdence, one of the nations' fastest-growing RIAs, continues to invest in both talent and technology to build out and enhance its unique business model - while also making sure they deliver a highly personalized and consistent experience for all of its clients. In this episode of RIA+, Leo shares his growth strategy with Emigrant Partners' Mark Bruno, and also outlines what lies ahead for Verdence, the independent channel and how the needs of HNW and ultra-HNW individuals are rapidly evolving.