RIA Fundamentals: 40 Years of Experience and Quantitative Threshold Standards

AUM growth for financial advisors has become harder and more expensive than ever… traditional marketing methods are quickly losing efficacy and an acquisitions strategy sounds great until you realize there are 52 bidders per each RIA up for sale.

We generate a lot of interest from high net worth (“HNW”) individuals. They reach out to us looking for investment opportunities—specifically, they want financial products that quantitatively beat what their current advisor offers.

We’re not in the retail advisory business and don’t want to be, so HNW prospects just ended up sitting in our CRM. Once we had too many to ignore, we began working with a handful of RIA partners to take these referrals.

In this tenth episode, join Bill Riley and me as we discuss his 40 plus years of experience as a financial advisor, how his approach fares against Adagio’s quantitative methods, and try to determine whether he qualifies as a recipient of our retail leads.

Whether you're a professional asset manager, novice retail investor, or fall anywhere in between, if you care about money and want to learn how to gain the power of capital creation for yourself, this show is for you.

To learn more about the topics discussed in this podcast, read The Shadow Banker's Secrets: Investment Banking for Alternatives:
https://www.adagioinstitute.org/shadow-bankers-secrets-book