RIA Edge

RIA Edge is the only podcast that focuses on how the wealth management industry’s top RIAs are growing their businesses through M&A and strategic organic growth plans. Hosted by Mark Bruno, RIA Edge provides leaders of advisory firms with research, best practices and recommendations that are designed to drive intentional growth. Guests of RIA Edge will share how they have grown through acquisition, strategic partnerships, improved marketing or client acquisition strategies – and ultimately, how they became one of the industry’s most influential players.

Looking to interview top-performing RIA leaders who have successfully expanded their firms through strategic mergers and acquisitions, partnerships, or innovative client acquisition and marketing strategies, and can share actionable insights and best practices on intentional growth within the wealth management industry.

Note: Guest insights are created with AI assistance.