Webinar
“The RIA M&A Outlook for 2024”
November 2024

RIA organic growth has dropped from 9% in 2017 to 3% today. Now is the time for your firm to re-engage in driving growth. Join RIA growth experts David DeVoe and John Mittnacht, as they discuss how to move beyond conventional tactics, and create a comprehensive and integrated growth strategy. Appropriate for firms of all sizes and stages, attending will put you on the road for creating sustained growth for your RIA.
In this insight-packed session, our thought leaders dive into:
- The Evolution from Conventional to Advanced Growth Tactics - Uncover how elite firms progress from standard methods to advanced strategies like behavioral segmentation and value-driven fee structures.
- What the Top 20% Are Doing Differently - Learn how to push beyond common approaches and take your firm to the next level by focusing on that critical final effort that defines industry leaders.
To request the password for the replay, please email:
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