RIA Edge

RIA Edge


The RIA Edge Podcast: The Difference Between Good and Great Growth: Cambridge Inc.’s Jeff Vivacqua

April 04, 2023

While scores of RIAs continue to experience growth, despite headwinds in the markets and economy, some firms are growing more strategically than others – and this strategic growth is exponentially more valuable according to Jeff Vivacqua, President of Growth & Development at Cambridge Investment Research.


In this episode of the RIA Edge podcast, Mark Bruno, Managing Director at Informa Wealth Management, speaks with Jeff about the drivers of high-quality growth and how RIA firm leaders can create processes and guidelines that will generate repeatable growth through M&A and organic strategies. Specifically, Mark and Jeff explore:


  • Areas of opportunity for advisors to accelerate the growth of their businesses organically 
  • How will the future drivers of growth differ from the previous, more traditional drivers of growth?
  • The firms that are growing the fastest – and the most consistently – what are they typically doing right? How are they thinking about, and investing in marketing, strategically?
  • What role will M&A play in Cambridge’s future growth and development?

Resources:


 RIA Edge Podcast


 Connect With Mark Bruno:


Connect With Jeff Vivacqua and Cambridge: