Home Growth Strategies Why having an RIA Strategic Growth Partner matters

Why having an RIA Strategic Growth Partner matters

by The 100 Companies
RIA strategic growth partner

In a rapidly changing RIA industry, three components have become critical for success:

• Introductions to retiring advisor practices.
• Transactional expertise and capital to facilitate purchase of external advisor practices.
• Succession planning and internal recruiting.
• Capital funding for branding, marketing and social media outreach.
• Alleviation of time-consuming operational tasks equals increased time to focus on clients best interests.
• Collegial, entrepreneurial network allows for exchange of ideas, strategies and connections to position your practice for growth.

• Multi-Custodian choice with enhanced, customized reporting packages.
• Operational Services providing: Accounting, Human Resources, Compliance, Technology Management.
• Data aggregation using the latest portfolio accounting software.
• Robust rebalancing engine with tax loss harvesting.
• Transparent, flexible billing, client portal and mobile app.
• Integration with financial planning software and CRM.

• You set advisor payouts.
• You determine your growth strategy and practice objectives.
• You continue to manage your business.
• You own the client relationships.
• Every financial advisor owns preferred equity in Resurgent.
• Financial advisors have the largest representation on Resurgent’s board.
• Advisor approval is required for any future firm ownership change.
• All written in contract.

– Kip Caffey, Chief Executive Officer, Resurgent Advisors

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