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10:45
Meet the RIA: Johnson Financial Group
Johnson Financial Group has a wealth, bank and insurance business and more than $14 billion in assets under administration. Brian Andrew, EVP Wealth and Chief Investment Officer shares growth plans for the coming years, what the firm looks for in an acquisition target, and how the RIA is helping clients navigate volatile markets
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10:57
Meet the RIA: Alera Group
Tina Hohman, Executive Vice President, Wealth Services at Alera Group, shares how the firm's "secret sauce" has played a role in its deal-making and growth. She looks at the pipeline for future acquisitions, what makes Alera Group stand out, and how the RIA reacts to challenging markets.
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12:45
Meet the RIA: Wealthspire Advisors
Wealthspire Advisors has doubled the size of its business over the past three years and grown its AUM to just north of $18 billion. CEO Mike LaMena shares the RIA's different growth strategies, how he ensures that the company is expanding its service to meet clients' increasing needs, and where he sees the industry moving in the years to come
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08:25
Meet The RIA - Sweet Financial
Brittany Anderson, President of Sweet Financial, shares why her team decided to break away from Raymond James to launch their own RIA and foster their own unique client experience, which includes a dream wall and freshly baked cookies daily. She also discusses their three target niches, accomplishments, and future goals.
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12:54
Patience, Humility & Discipline Are Key to Long-Term Success, Says Top RIA
Bartlett Wealth Management has been consistently ranked a "Top 100 RIA" by Barron's. CEO Jim Hagerty, CFA shares critical financial planning and investment management considerations, Bartlett’s approach to investing during volatile times, and what we can learn from history about times of geopolitical crisis.
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03:42
Outwork Your Competition, Be a Student & Never Forget Your Humility
Brandywine Oak has grown to $1.5 billion in assets under management since its inception in 2018. Founder and CEO Michael Henley CFP®, CPWA®, CPRC®, RMA® shares industry advice, tax tips, and what he sees as the biggest gap for families in receiving financial advice.