7 traits of CEOs running billion-dollar RIAs

Between Now and Success · Aug 14, 2016 · 26m

How do you build and manage a fast-growing billion-dollar RIA? What is the role of the CEO in this type of company?

As the financial advice industry continues to evolve at a rapidly increasing pace, the role of the CEO becomes even more critical. Yet, as a business coach, I often see advisory firms struggle with making the shift from being an advisor-led firm to one run by professional management.

Over the past few years, I've worked with and had dozens of conversations with leading advisors and CEOs of some of the industry's fastest-growing and best run companies. While the group is diverse…