In this episode of the RIA Edge Podcast, host David Armstrong speaks with Matt Adams, chief executive officer and managing partner at Mission Wealth, about how the firm has grown into a national RIA managing $17.5 billion while continuing to prioritize client service and culture.

Matt shares how Mission Wealth combines organic growth, referral programs, digital marketing and carefully selected mergers and integrations while maintaining a relatively low client-to-advisor ratio. He also explains how employee ownership, expanded planning services, behavioral finance and a thoughtful approach to artificial intelligence and technology are helping shape the firm as it continues to grow across the country.

Matt discusses:

• How organic growth, referral channels, digital marketing and selective mergers work together at Mission Wealth
• Why Mission Wealth keeps a low client-to-advisor ratio while investing in service, training and ownership
• How behavioral finance and Inspired Living are being built into deeper, one-to-one client relationships
• How Mission Wealth approaches smaller advisory firm integrations with a goal of being fully operational on day one
• Where AI, data, cybersecurity and internal technology are improving productivity across the client journey

Resources:

• Listen to the RIA Edge Podcast on Wealth Management
• Listen and Subscribe to the RIA Edge Podcast on Apple Podcasts
• Listen and Subscribe to the RIA Edge Podcast on Spotify

Connect With David Armstrong:

• Wealth Management
• LinkedIn: Wealth Management
• LinkedIn: David Armstrong
• Twitter: David Armstrong
• LinkedIn: Informa

Connect With Matt Adams:

• LinkedIn: Matt Adams
• LinkedIn: Mission Wealth
• Website: Mission Wealth

About Our Guest:

Matthew Adams is the CEO of Mission Wealth, a national wealth management firm headquartered in Santa Barbara, California. Having spent 23 years with the firm, he has helped guide its expansion to $17.5 billion in assets under management, approximately 225 team members, and more than 5,000 families served nationwide. His leadership focuses on organic growth, client service, team development, employee ownership, strategic integrations, and the thoughtful use of technology to support the firm’s continued growth.