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RIA Collective: Jon Henderson | Building a One-Stop RIA for the Next Decade
What does the next generation of advisory firms actually look like?
In this episode of RIA Collective, host Charlie Van Derven sits down with Jon Henderson, Founder of Echo45 Advisors, to explore how independent firms are evolving beyond traditional investment management into fully integrated advisory businesses.
After spending 20 years at Merrill Lynch, Jon made the leap to independence and built a firm designed for where client expectations are heading - not where they’ve been. That includes adding tax and estate services, leveraging partnerships instead of doing everything in-house, and positioning his firm to thrive in a future shaped by automation and AI.
Together, Charlie and Jon discuss:
- Why adding tax and estate services is a game-changer for advisory firms
- How AI will disrupt bookkeeping and compliance - and what advisors should focus on instead
- Why clients panic more about taxes than market volatility
- The rise of the “one-stop firm” and what clients actually want today
- How to create a family-office-like experience for the mass affluent
- Why integration beats silos when it comes to long-term growth
This conversation is especially relevant for:
✔️ Independent advisors
✔️ RIAs thinking about adding tax or estate services
✔️ Firms planning for the next 5–10 years
✔️ Advisors who want to deepen client relationships without burning out
🎧 Listen now and subscribe to RIA Collective for conversations that elevate the independent advisor profession.
Connect with Jon Henderson
🌐 Website: https://www.echo45advisors.com/
💼 Firm: Echo45 Advisors
📘 Facebook: https://www.facebook.com/Echo45Advisors
🔗 LinkedIn (Company): https://www.linkedin.com/company/echo45advisors/
📸 Instagram: https://www.instagram.com/Echo45_Advisors/
▶️ YouTube: www.youtube.com/@UCkhMC5FRtPHf4_vnYp0tEIg
🐦 X (Twitter): https://x.com/echo45advisors
👤 LinkedIn (Jon Henderson): https://www.linkedin.com/in/jhendersonecho45/
Connect with Charlie Van Derven
🌐 Social Advisors: https://www.social-advisors.com
💼 LinkedIn: https://www.linkedin.com/in/charlievanderven/
View all episodes
By Charlie Van DervenWhat does the next generation of advisory firms actually look like?
In this episode of RIA Collective, host Charlie Van Derven sits down with Jon Henderson, Founder of Echo45 Advisors, to explore how independent firms are evolving beyond traditional investment management into fully integrated advisory businesses.
After spending 20 years at Merrill Lynch, Jon made the leap to independence and built a firm designed for where client expectations are heading - not where they’ve been. That includes adding tax and estate services, leveraging partnerships instead of doing everything in-house, and positioning his firm to thrive in a future shaped by automation and AI.
Together, Charlie and Jon discuss:
- Why adding tax and estate services is a game-changer for advisory firms
- How AI will disrupt bookkeeping and compliance - and what advisors should focus on instead
- Why clients panic more about taxes than market volatility
- The rise of the “one-stop firm” and what clients actually want today
- How to create a family-office-like experience for the mass affluent
- Why integration beats silos when it comes to long-term growth
This conversation is especially relevant for:
✔️ Independent advisors
✔️ RIAs thinking about adding tax or estate services
✔️ Firms planning for the next 5–10 years
✔️ Advisors who want to deepen client relationships without burning out
🎧 Listen now and subscribe to RIA Collective for conversations that elevate the independent advisor profession.
Connect with Jon Henderson
🌐 Website: https://www.echo45advisors.com/
💼 Firm: Echo45 Advisors
📘 Facebook: https://www.facebook.com/Echo45Advisors
🔗 LinkedIn (Company): https://www.linkedin.com/company/echo45advisors/
📸 Instagram: https://www.instagram.com/Echo45_Advisors/
▶️ YouTube: www.youtube.com/@UCkhMC5FRtPHf4_vnYp0tEIg
🐦 X (Twitter): https://x.com/echo45advisors
👤 LinkedIn (Jon Henderson): https://www.linkedin.com/in/jhendersonecho45/
Connect with Charlie Van Derven
🌐 Social Advisors: https://www.social-advisors.com
💼 LinkedIn: https://www.linkedin.com/in/charlievanderven/