 We found out that this is a business that has to be earned. You have to dedicate time and staff to it, you need great talent and you need to be flexible with your scheduling to accommodate prospects.”Loren Pierson, president, Mercer Advisors |
$1 billion in 3 years: An RIA growth success story
Charles Paikert | Financial Planning, May 2016
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Summary: How can RIAs achieve significant organic growth? Maybe they could take some lessons from Mercer Advisors, which turned to its channel partners for help and reaped about $1 billion in organic asset growth over the past three years.
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