Sponsored by
For years, firms have benefited from a rising equity market and an equally long period of near-zero interest rates. RIAs found themselves in a position where they could achieve growth with minimal effort. However, most executives in wealth management are not content with this passive approach to growth. The secret to RIA growth lies in keeping sight of their priorities. In order to differentiate in a ‘sea of sameness,’ RIAs have turned their attention to innovation and tailored client experiences.
In this episode, Shannon Rosic, director of WealthStack content and solutions, speaks with Sara Baker, president of Triad Wealth Partners, about the tactics high-growth firms are focusing on in order to succeed.
Shannon and Sara also discuss:
- Why refining service models could lead to growth
- The imperative role of technology in scaling operations and improving client experiences
- The critical distinction between growth and scale for firms
- How to balance innovation and tradition within an organization
Connect with Shannon Rosic:
Connect with Sara Baker:
About Our Guest:
Sara Baker, JD, LLM, is President of Triad Wealth Partners. She is a leader with over 15 years of financial services experience in M&A, integrations, start-ups, product operations, project management, strategic planning, tax planning, and advanced financial planning.