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


May 6, 2022
RIA Edge Podcast Promo

Sponsored by Schwab Consultant Provider

While market gratitude, standard recommendations and word-of-mouth marketing has actually driven development for a variety of RIAs, the market’s biggest and most effective companies are tactically leveraging M&A, digital marketing and information to drive their next wave of development.

Cressit, the $23 billion RIA based out of Chicago, might be among the market’s finest examples of how to drive purposeful, scaleable – and regularly thoughtful development.

In this episode of RIA Edge, Mark Bruno, handling director at Informa Wealth Management, consults with Douglas Regan, creator and co-chairman of Cresset, on development within the RIA channel and absolutely nos in on mergers and acquisitions, natural development techniques and the value of guaranteeing cohesion when obtaining companies and skill.

Particularly, Mark and Douglas go over:

  • The function Cresset plays in the RIA community, and how it is opening development capacity for its just recently gotten companies
  • .(*&) How M&A has- and will continue to change the RIA market

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  • How Cresset takes a look at their skill acquisition technique – and how it stabilizes working with and obtaining skill

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  • How Cresset has actually leveraged digital marketing to drive over $1 billion in brand-new customer possessions to the company

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  • Listen to the RIA Edge Podcast

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