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Tuesday, February 21, 2023

The True Drivers of RIA Development

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When Jeff Dekko took the helm at Wealth Enhancement Group, it was a regional participant with roughly $600 million in belongings. Quick ahead to 2023, and WEG is now one of many largest gamers within the RIA house with greater than $60 billion in belongings underneath administration and a quickly rising nationwide footprint. 

Whereas WEG has grown significantly via M&A, natural progress has performed an necessary function within the firm’s rise as properly. On this episode of RIA Edge, Mark Bruno, Managing Director at Informa Wealth Administration, speaks with Jeff Dekko, CEO of Wealth Enhancement Group, on tips on how to construct a strong basis for scalable progress. 

Particularly, Mark and Jeff talk about:

  • What worth the Wealth Enhancement Group can ship to companies it acquires, and the way it differentiates in a aggressive purchaser’s market
  • What’s driving the general M&A market in 2023
  • Tips on how to construct a framework for scalable progress
  • The significance of continually altering and updating advertising and marketing and progress methods primarily based on the companies and shopper wants – in addition to market alternatives


 RIA Edge Podcast

Join With Mark Bruno:

Join With Jeff Dekko:

About Our Visitor:

Jeff has greater than 20 years of enterprise expertise in advertising and marketing, expertise, operations and finance. He’s answerable for general management, progress and improvement of Wealth Enhancement Group. Jeff started his profession with Normal Mills, Inc., the place he served in quite a lot of advertising and marketing administration positions. In 1994 he joined Restoration Engineering, Inc., the place he was instrumental within the improvement and branding of the PUR water filtration system. Jeff was a key member of the staff that efficiently bought the corporate to Procter & Gamble for a 100% premium over market worth. By way of his work in expertise and administration consulting companies, Jeff has helped quite a few organizations notice higher ranges of success. Jeff supplied consulting companies to Wealth Enhancement Group earlier than being requested to hitch the group as CEO in 2003.


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