Verdence's Leo Kelly: Building an RIA with the 'client as the architect'
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Verdence's Leo Kelly: Building an RIA with the 'client as the architect'
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While it's been years since Leo Kelly, CEO and founder of Verdence Capital Advisors, left the wirehouse world for the independent channel, a simple governing principle continues to anchor his vision for leading one of the industry's top RIAs: Build you firm like your client is the architect.
Verdence, one of the nations' fastest-growing RIAs, continues to invest in both talent and technology to build out and enhance its unique business model - while also making sure they deliver a highly personalized and consistent experience for all of its clients. In this episode of RIA+, Leo shares his growth strategy with Emigrant Partners' Mark Bruno, and also outlines what lies ahead for Verdence, the independent channel and how the needs of HNW and ultra-HNW individuals are rapidly evolving.