Knowledge and Insight > Manage Your Practice

How To Identify & Invest In High-Upside Individuals

Matt Cooper | The Alliance for RIAs (aRIA), October 2013

Summary: Staffing, developing and investing in people is perhaps the most challenging aspect of any small business – a challenge that is exacerbated considerably if that small business is a Registered Investment Advisor (RIA). The impact of poor decisions is magnified, and the detrimental impact on margins, income and workload can be significant. This case study will examine how Beacon Pointe Advisors identified and overcame the hurdles we faced, on our way to building a $5.6 billion AUM advisory business (AUM as of 12/31/2012)

The risk inherent in these tough investment decisions can be eliminated by partnering with others who have already taken the risk and succeeded at building that great human
capital team.”

Matt Cooper, Beacon Pointe Advisors

< Previous Article

Challenges of a Growing Practice: Managing Portfolios

Next Article >

How RIAs are becoming as complacent as wirehouses -- and what it'll take to snap out of it

comments

Be the first to comment on this Article