Sponsored by Schwab Advisor Services
In recent years, M&A has dominated the RIA industry. But Arnerich Massena is different—as one of the fastest-growing RIAs in the business, starting in 1991 it began achieving growth with a model that served several unique clients and business types. This required having multiple platforms of service for its clients but also beginning a journey to identify the best opportunities for creating long-term, sustainable growth.
Organic growth has almost exclusively driven Arnerich Massena’s growth. In this episode, Mark Bruno, managing director at Informa Wealth Management, speaks with Reegan Rae, CPWA, co-CEO, managing principal, senior investment advisor, Arnerich Massena. Reegan shares her company’s growth philosophy, how it measures growth rates when considering market opportunities and what the future holds for Arnerich Massena when it comes to M&As.
Mark and Reegan discuss:
- How does Arnerich Massena define and focus on growth? How does it balance growth from existing relationships or new client acquisition?
- What is the key to growth within a business and who is responsible for growth at Arnerich Massena?
- How has Arnerich Massena reinvested in the business to drive and accelerate growth? Where has the best ROI been seen?