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On this episode of the RIA Edge Podcast, David Armstrong, managing director of editorial and content material methods for the Wealth Administration Group at Informa, talks with Dan Seder, managing companion with Blue Chip Companions, concerning the agency’s fast, and persevering with, trajectory from a modest $300 million agency just some years in the past to at least one now approaching $1.2 billion. He discusses bringing a structured gross sales course of into the RIA, together with a strategic method to consumer referrals, and why he feels a concentrate on progress is one thing the agency owes to its workers.
Particularly, David and Dan talk about:
- How Dan introduced gross sales expertise from the insurance coverage world to the RIA and shortly grew the consumer base, and his possession stake.
- How he and his companion realized early on that fast progress requires extra construction across the enterprise and adopted the EOS (Entrepreneurial Working System) program; Dan describes what EOS is and the way it helped them construct a greater chassis to help their progress.
- How they need to increase companies to incorporate taxes and property planning to not solely present present shoppers extra companies, however as a software towards extra consumer acquisition.
- The six core values the agency adopted to realize their objectives.
- The agency’s selections round their funding technique for shoppers.
- The rewards of constructing a robust staff tradition that fosters a collaborative, vibrant office, and why rising the agency is vital to make sure workers really feel they’ve alternatives within the enterprise.
Join With David Armstrong:
Join With Dan Seder:
About Our Visitor:
As Managing Associate of Blue Chip Companions, Dan is a holder of the best to make use of each the Chartered Monetary Analyst® (CFA®) and Chartered Market Technician® (CMT®) designations. He’s additionally a Licensed Monetary Planner™ skilled.
Dan joined Blue Chip Companions in 2005 and have become a shareholder in 2010. Dan makes a speciality of addressing the distinctive wants of company executives. This contains demystifying complicated compensation packages, maximizing government profit platforms, and integrating fairness grants (i.e., inventory choices, restricted inventory, efficiency shares) right into a monetary plan. As well as, Dan leverages technical evaluation when structuring 10b5-1 buying and selling plans for executives interested by decreasing their focus in firm inventory.
Dan graduated with a B.A. from the College of Michigan, the place he was a four-year member of the varsity wrestling staff. Dan is the previous president of the CFA Society of Detroit, a member of the CFA Institute, and has served as an teacher for the Stalla CFA Examination overview program.
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