Скачать или смотреть Ian Wenik on What Really Sets the Fastest-Growing Advisory Firms Apart

💡 Inside the Growth Engines of America's Top RIAs 💡

In Episode 115 of Next Mile, host Kyle Van Pelt, CEO and Co-Founder of Milemarker (milemarker.co), sits down with Ian Wenik, Editor at Citywire, for an unfiltered look at what’s fueling the rise—and reshaping the future—of the RIA industry. Ian shares insights from Citywire’s 50 Growers Across America list and reveals the patterns, pressures, and people behind the firms that are outpacing the market.

👉 What You’ll Learn in This Episode:
• What the fastest-growing RIAs are doing that others aren’t
• Why organic growth is the most overlooked metric in the industry
• How private equity is reshaping the M&A landscape—and what happens next
• The “beach house” problem: what’s propping up the industry and why it’s fragile
• How the best firms develop, retain, and empower talent

🔥 Key Highlights:
• [01:46] Ian’s money moment and journey into financial journalism
• [04:01] What differentiates firms on the Citywire 50 Growers list
• [07:55] M&A trends and the ceiling of inorganic growth
• [10:45] Why IPO dreams are fading for large RIAs
• [17:15] The “fancy beach house” metaphor—industry cracks beneath the surface
• [22:06] Innovative internal growth strategies
• [24:19] The biggest challenges fast-growing firms now face
• [31:17] Ian’s Milemarker Minute

✨ Why Watch?
If you want the real story behind advisory firm growth—not just marketing spin—this episode delivers. Ian provides sharp, data-backed insights into what works, what’s breaking, and what’s next in one of the most competitive and PE-influenced industries in finance.

📌 Quotes That Resonate:
🗨️ "The dirty secret of the RIA industry is that many firms don't grow at all. They don't grow organically. It's the market appreciation that's propping them up." ~ Ian Wenik

🗨️ "Momentum generates momentum. Deals generate deals. Once you build trust with sell-side bankers, you get the inside track on more deals." ~ Ian Wenik

🗨️ "The RIA industry is a fancy beach house—great to look at, but if the market shifts, a lot of firms will have to reckon with structural issues." ~ Ian Wenik

🎥 More Episodes:
Catch more candid conversations on scaling, strategy, and the future of wealth management at milemarker.co

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