The Dual-RIA Design Changing How Elite Advisors Scale with NewEdge Capital Group скачать в хорошем качестве

The Dual-RIA Design Changing How Elite Advisors Scale with NewEdge Capital Group

Very few firms in wealth management grow from $25 billion to nearly $100 billion in five years, and even fewer do it by rethinking the structure of the industry itself. NewEdge Capital Group built its momentum by designing a platform around what elite advisors actually need: time, autonomy, and a model that supports different kinds of practices without forcing them into the same box. Their dual-RIA architecture, integration-first tech philosophy, and innovative bridge programs — now generating almost $2 billion in internal referrals — are the result of looking at the advisor experience with fresh eyes. In this episode, host Meg Carpenter sits down with two leaders whose path into wealth management began in the tech world. They first built companies together, then scaled Alex’s family advisory practice into Goss Advisors, which was later acquired by EdgeCo Holdings and merged with Mid Atlantic Financial Management to form the base of what is now NewEdge Capital Group. Their story is part entrepreneurial, part structural reinvention, and part cultural clarity — a combination that helps explain why top advisors are choosing NewEdge and why the firm’s growth shows no signs of slowing. 0:00 Top-Three Growth and the NewEdge Story 4:00 Tech Roots and the Outsider Advantage 8:30 Why Platforms Stall and the Dual-RIA Model 14:30 Choosing Who You Serve: Advisors or End Clients 20:00 Capital, EdgeCo, and Scaling With Intention 27:00 Service at Scale and the Advocate Model 33:30 Culture Built Advisor to Advisor 40:30 What Actually Drives Growth and Referrals 48:30 The Road to $165B and the Next Era for Advisors Connect with us: Alex Goss on LinkedIn:   / alexgoss   Neil Turner on LinkedIn:   / neil-turner-41b0354   NewEdge Capital Group: https://www.newedgecapitalgroup.com/ Megan Carpenter on LinkedIn:   / meganficomm   Ficomm Partners Website: https://ficommpartners.com/ About Ficomm Partners Ficomm Partners is the embedded growth partner for results-driven RIAs, and wealth management platforms. With a track record of helping over 250 clients achieve their growth goals, Ficomm understands that while industry patterns may repeat, each firm's growth challenges are unique. Ficomm prioritizes strategy and finds the most impactful ways to move you toward your goals. We align all your marketing activities with your business objectives, acting as your dedicated growth partner with our human-first approach, strategy-first methodology, and unrivaled team of industry marketing experts. #WealthManagement #RIAGrowth #AdvisorPlatform #IndependentAdvisors #AdvisorAutonomy #RIACommunity #WealthTech #FinancialAdvisors #FirmGrowth #IndustryInnovation #NewEdgeCapitalGroup #FicommPartners