In reviewing the previous 12 months, advisors are searching for extra methods to develop their enterprise. How will they take step one into 2023 with a development mindset?
On this episode of RIA Edge, Mark Bruno, managing director at Informa Wealth Administration, speaks with Jim Cahn, chief funding officer and chief enterprise growth officer for Wealth Enhancement Group, about WEG’s M&A technique—and the function M&A might proceed to play within the agency’s development subsequent 12 months.
Particularly, Mark and Jim focus on:
- How Wealth Enhancement Group’s platform differs from different lively, skilled consumers
- How the 2022 market downturn has impacted M&A exercise and smaller, much less skilled consumers
- How WEG is driving natural development for advisors outdoors of M&A
- How development within the RIA trade will take form in 2023