The Secret to Mercer Advisors' 100 Partnerships & Growth-Driven Success with Dave Welling

Episode 100: This week, Kyle Van Pelt talks with Dave Welling, CEO of Mercer Advisors. With 25 years of experience in wealth management, Dave has an extensive track record of serving clients and helping businesses and people define and achieve the next level of success.

Together, Kyle and Dave unpack the human side of Mercer's incredible growth story, reflecting on how the firm's partnerships have fueled its scale and shaped its culture. From his unlikely entry into the RIA space to overseeing 95+ acquisitions since 2017, Dave shares insights on staying purpose-driven, maintaining empathy, and choosing growth as an integral part of an organization's DNA.

In this episode:

(00:00) - Intro

(01:31) - The journey to Mercer's 100 partnerships

(03:17) - Dave's money moment

(06:45) - How Dave's past experiences have influenced his present career

(11:05) - Why firms choose to partner with Mercer Advisors

(14:45) - Mercer Advisors' organic growth strategies

(17:11) - Talent attraction and growth as part of Mercer's DNA

(19:13) - The continuous journey of improvement

(23:51) - Leveraging technology experience on the RIA side