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RIA Edge Podcast: Cresset’s Doug Regan on Strategic, Purposeful Growth
While market appreciation, traditional referrals and word-of-mouth marketing has driven growth for a number of RIAs, the industry’s largest and most successful firms are strategically leveraging M&A, digital marketing and data to drive their next wave of growth. Cressit, the $23 billion RIA based out of Chicago, may be one of the industry’s best examples …
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By David Armstrong
4.9
99 ratings
While market appreciation, traditional referrals and word-of-mouth marketing has driven growth for a number of RIAs, the industry’s largest and most successful firms are strategically leveraging M&A, digital marketing and data to drive their next wave of growth. Cressit, the $23 billion RIA based out of Chicago, may be one of the industry’s best examples …
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