Episode 071: Building a thriving business is about playing the long game—prioritizing sustainable value creation over fleeting, short-term wins. Organic growth strategies lie at the heart of this approach, leveraging the power of client referrals, collaborative partnerships, and the ability to craft compelling stories that resonate with clients. For advisors aiming to attract ultra-high-net-worth clients, focus on telling, not selling, and offer genuine value without the pressure of asking for referrals.
In this episode, Kyle Van Pelt talks with Jonathan Foster, President adn CEO of Angeles Wealth Management. Jonathan is a senior leadership executive with experience in all three major wealth management channels: wirehouse, registered investment advisory, and independent representative marketplaces.
Kyle and Jonathan discuss the strategies and philosophies that drive long-term success in the RIA space. Jonathan shares the three ways to grow organically, how to attract ultra-high-net-worth clients, and the importance of long-term value creation. He also dives into the key factors driving RIA's valuation and the challenges of democratizing alternative investments.
In this episode: