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+
Ray Sclafani's 10% Rule: Turbocharging Your Organic Growth (Part 2)
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It's been well-documented and researched: While valuations in the RIA industry have skyrocketed over the last decade, the large majority of firms are not proactively growing. Organic growth rates remain anemic when the opportunity to acquire new clients has arguably never been greater. In this episode of RIA+, Ray Sclafani, the Founder and CEO of Clientwise, comes back to the podcast for a deeper dive into his "10% Rule." Ray argues that RIAs should be targeting 10% increase in net new assets or revenues each year - an aggressive, but achievable goal with the right strategy, structure and growth architecture.