• The Leap from IBD to RIA: Unpacking a $700mm to $1.7B Growth Story

  • 2025/03/27
  • 再生時間： 57 分
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The Leap from IBD to RIA: Unpacking a $700mm to $1.7B Growth Story

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  • Scott Pinkerton of FourThought Private Wealth offers a perspective on outgrowing the independent broker dealer model, transitioning to an independent RIA, and the extraordinary growth realized as a result of the change. Scott unpacks the difference between the models, shares why he opted to sell equity to Focus Financial, and more.
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Scott Pinkerton of FourThought Private Wealth offers a perspective on outgrowing the independent broker dealer model, transitioning to an independent RIA, and the extraordinary growth realized as a result of the change. Scott unpacks the difference between the models, shares why he opted to sell equity to Focus Financial, and more.
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