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Part 1 Optimizing Growth and Scale

Barron's Advisor Report

Part 2: M&A Frenzy: Maximizing Revenue

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Registered Independent Advisory (RIA) firms are combining at a furious and unprecedented rate. As industry consolidation gains momentum, Barron's Wealth & Asset Management group analyzed data on how 42 elite RIA firms are navigating through this environment of great change.
We compiled our findings into our new Intelligence Report: M&A Frenzy: The Laws of Attraction. Fill out the form to receive a free copy of this report.

In this two-part webinar series, Matthew Barthel, Executive Editor, Wealth & Asset Management, Barron’s Group is joined by Barron’s Advisor coaching partner, Ray Sclafani, CEO and Founder of ClientWise, to take a deep dive into the findings of our latest research report. Together, they’ll uncover the data trends we’re seeing among the best RIA firms and what those changes mean for the industry overall.

In Part 2, We'll delve into specific advice for maximizing revenue and client service.
  • With industry-wide profitability on the rise, what steps can you take to avoid service creep?
  • What are the best practices for achieving revenue growth?
  • Every firm needs solid benchmarks to run their firms efficiently. How to identify yours?

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