Episode Details

Growth is a priority for many advisory firms, but building a business that can continue growing while serving clients well requires thoughtful planning.

What separates firms that continue attracting advisors and clients from those that struggle to scale? How can technology, business development and hiring decisions shape the future of an advisory business?

In this episode of Focused On The Future, host Suzanne Siracuse chats with Neil Turner, co-founder of NewEdge Advisors and chief strategy officer and chief revenue officer at NewEdge Capital Group, about building an advisor-focused wealth management platform. They explore the role of net new assets as a growth metric, how dedicated business development teams support advisors, the realities of digital marketing and the growing influence of artificial intelligence. 

Neil also shares lessons from launching a shared RIA model, investing in talent and why people remain the foundation of a lasting business.

Neil discusses:

• Why net new assets remain a leading indicator of firm growth and long-term business health
• How dedicated business development teams help convert digital leads into client relationships
• The role recruiting and advisor support play in expanding assets and firm capabilities
• Why ownership of firm data may become increasingly important as AI adoption grows
• How hiring people who value advisors can shape culture and long-term business performance

Resources:

• Listen to Focused on the Future on Wealth Management
• Subscribe and listen to Focused on the Future on Apple Podcasts
• Subscribe and listen to Focused on the Future on Spotify

Connect With Suzanne Siracuse: 

• LinkedIn: Suzanne Siracuse
• Twitter: Suzanne Siracuse
• Email: Suzanne@suzannesiracuse.com

Connect With Neil Turner:

• LinkedIn: Neil Turner

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