The Growth Strategy Behind a $3B Succession-Ready Firm with David Hefty скачать в хорошем качестве

The Growth Strategy Behind a $3B Succession-Ready Firm with David Hefty

💡 The Growth Strategy Behind a $3B Succession💡 In Episode 092 of The Connected Advisor, host Kyle Van Pelt, CEO and Co-Founder of Milemarker (https://milemarker.co), sits down with David Hefty, CEO of Credent Wealth Management, to unpack the bold growth strategy that helped Credent scale to $3.3 billion in AUM. David shares how intentional succession planning, a client-first culture, and strategic acquisitions have shaped Credent into a fast-growing, advisor-owned powerhouse. 👉 What You’ll Learn in This Episode: • Why succession planning must start years before an exit event. • How Credent uses a succession-focused TAMP to drive advisor value. • The critical difference between wealth advisors and wealth managers. • How creating "raving fans" fuels organic, sustainable growth. • The operational strategies behind Credent’s centralized, scalable model. 🔥 Key Highlights: • [02:20] David’s money moment and early career lessons. • [04:17] The founding and growth journey of Credent Wealth Management. • [06:28] Why delivering an unforgettable client experience drives organic growth. • [08:46] Top advisor questions about M&A and acquisitions. • [11:28] The power of a succession-focused TAMP. • [17:09] The realities and hidden challenges of running an RIA. • [23:07] How to build firms that thrive beyond the founders. • [28:52] Credent’s unique approach to business development. • [33:53] How Credent leverages technology for operational excellence. • [40:28] David’s vision for the future of wealth management. • [43:32] David’s Milemarker Minute. ✨ Why Watch? This episode offers a real-world blueprint for firm leaders aiming to create succession-ready businesses, accelerate AUM growth, and build client-centric firms that last beyond the founding generation. David Hefty’s insights are a masterclass in sustainable scaling. 📌 Quotes That Resonate: 🗨️ “Credent, being owned by advisors, built by advisors, and for advisors, one of our goals is to be the succession planning firm of choice for advisors.” ~ David Hefty 🗨️ “You don't have to be an expert in financial services. You're an expert in human emotions and behavioral finance.” ~ David Hefty 🗨️ “A wealth advisor without a wealth manager is not a good business. The best businesses have both.” ~ David Hefty 🎥 More Episodes: Catch more expert conversations on growth strategies, succession planning, and wealth management innovation by visiting our full library at https://milemarker.co. #RIA #WealthManagement #DataLake #DataWarehouse #financialservices