Unlocking Growth: Lessons on Merging Organic and Inorganic Strategies from a $12 Billion Hybrid RIA

Organic vs. inorganic growth is a never-ending conversation in wealth management. How can they work together? Which is better?
Join our host, Meg Carpenter, as she speaks with the growth leaders at Merit Financial Advisors, a $12 billion hybrid RIA. In this episode, she sits down with Kay Lynn Mayhue, President of Merit Financial Advisors, for a top-down perspective on their growth strategy. She also speaks with Merit partners Tait Lane and Zachary Mersberger to hear why they chose to join Merit and how they’ve contributed to the firm’s accelerated growth. Finally, she talks to Rich Gill from Wealth Partners Capital Group about why his organization chose to invest in Merit and how he sees the hybrid RIA space as a vast opportunity.
You’ll hear what makes organic growth the backbone of validating M&A, and how Merit’s approach to organic growth tracks is revolutionizing their approach to both client acquisition and advisor recruitment.
Meg and Zachary walk through the phenomenal transformation of Mersberger Financial Group, which skyrocketed from $75 million to $1.3 billion in assets prior to merging with Merit in 2022. They discuss how Merit's partnership approach to growth tracks has been a game-changer, fostering robust organic growth through equity stakes, joint work opportunities, and innovative compensation.
Whether you’re an advisor looking to scale your business or a wealth management firm seeking to innovate your growth strategies, this episode is packed with practical insights and transformative stories that could empower you to achieve sustainable success. Don’t miss out on this deep dive into how this wealth management firm is driving rapid growth.
Connect with us:
Meg Carpenter on LinkedIn: / meganficomm
Kay Lynn Mayhue on LinkedIn: / kaylynnmayhue
Tait Lane on LinkedIn: / tait-lane-600b607
Zachary Mersberger on LinkedIn: / zach-mersberger
Rich Gill on LinkedIn: / rich-gill-5b0a47
Want to learn more…
Visit ficommpartners.com
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