Top RIA leader Matt Cooper on the shifting trends in the RIA market

Between Now and Success

English - April 01, 2017 23:26 - 53 minutes - 48.8 MB - ★★★★★ - 104 ratings
Investing Business adviser business career coaching entrepreneur financialadvisor investing marketing small success Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed

Previous Episode: Top advisor Erin Botsford on building her Seven Figure Firm

Next Episode: Dynasty's Shirl Penney on How RIAs Can Stay Independent and Grow Their Businesses

As the co-founder of multi-billion dollar RIA Beacon Pointe in Newport Beach, CA, Matt Cooper has a unique, in the trenches view of trends that are sweeping the financial advisory industry, on both the client and advisor side.

In addition to his original, $7-billion-plus RIA, Matt founded a sister company, Beacon Point Wealth Advisors, which partners with smaller RIAs around the country so they can enjoy the benefits of working with a larger firm. Beacon Point Wealth Advisors includes eight other RIAs, representing more than $2 billion in assets under management.

On today's show, Matt addresses a variety of issues including technology, demographics, minimum account sizes, competitive threats, and much more. Learn from one of the best about how you can keep pace with the trends buffeting our industry.