Saturday, October 1, 2022
HomeWealth ManagementRIA Edge Podcast: Cresset’s Doug Regan on Strategic Development

RIA Edge Podcast: Cresset’s Doug Regan on Strategic Development

Sponsored by Schwab Advisor Providers  schwab-advisor-services-ria-edge-logo.png


Whereas market appreciation, conventional referrals and word-of-mouth advertising and marketing has pushed development for various RIAs, the trade’s largest and most profitable companies are strategically leveraging M&A, digital advertising and marketing and knowledge to drive their subsequent wave of development. 

Cressit, the $23 billion RIA primarily based out of Chicago, could also be one of many trade’s greatest examples of the way to drive purposeful, scaleable – and constantly considerate development. 

 On this episode of RIA Edge, Mark Bruno, managing director at Informa Wealth Administration, speaks with Douglas Regan, founder and co-chairman of Cresset, on development inside the RIA channel and zeroes in on mergers and acquisitions, natural development techniques and the significance of guaranteeing cohesion when buying companies and expertise.

 Particularly, Mark and Douglas focus on:

  • The position Cresset performs within the RIA ecosystem, and the way it’s unlocking development potential for its lately acquired companies
  • How M&A has – and can proceed to rework the RIA trade
  • How Cresset appears to be like at their expertise acquisition technique – and the way it balances hiring and buying expertise
  • How Cresset has leveraged digital advertising and marketing to drive over $1 billion in new shopper property to the agency

Take heed to the RIA Edge Podcast



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