With markets no longer providing advisers with a wide number of opportunities to grow their assets, RIAs must be truly intentional about how they drive meaningful organic growth. 

In this episode of RIA Edge, Mark Bruno, Managing Director at Informa Wealth Management, speaks with Jalina Kerr, Managing Director of Client Services for Schwab Advisor Services, on creating intentional growth strategies and how companies must adapt to the next generation’s wants and needs.

Specifically, Mark and Jalina discuss:

• What companies can do create and manage intentional growth plans
  
• How digital onboarding has changed the way advisors grow their clients base post-pandemic
  
• What are advisors currently doing to accelerate their growth
  
• How should advisors interact with the next generation of investors compared to previous generations
  
• And more
  

Resources:

• RIA Edge Podcast
  

Connect With Mark Bruno:

• WealthManagement.com
  
• LinkedIn: Mark Bruno
  
• Twitter: Mark Bruno
  
• LinkedIn: Informa
  

Connect With Jalina Kerr:

• LinkedIn: Jalina Kerr
  
• Schwab Advisor Services
  

About Our Guest:

Jalina Kerr is the Managing Director of Client Experience for Schwab Advisor Services. Kerr’s team shapes the constantly evolving client experience with progressive technical and human resources designed to support the custody needs of a diverse advisor base.

Kerr began her career at Schwab in 1994 on the Advisor Services trading desk. During her tenure at Schwab, Kerr has held roles in client service delivery, operations, advisors in transition, strategy, and technology.

In 2016, AZ Business Magazine recognized Kerr as one of Arizona’s Most Influential Women. Kerr also serves on the Board of the Arizona Women’s Leadership Forum.