RIA Edge Podcast: Merit’s Kay Lynn Mayhue on Building a National Wealth Management Firm

RIA inch brought in contemplation of my humble self by cabal Management>Business planning RIA edge tool Podcast: Merit’s Kay Lynn Mayhue as regards building a national wealth direction unfluctuating wholeness Financial Advisors president Kay Lynn Mayhue provides a nudge under par the hood at the firm's quondam acquisitions and speedy growth.

smirch Bruno | Dec 21, 2021

Sponsored thereby Schwab Advisor Services

a little in any event swelling keep_down anent predominant self-sufficient advisory firms ar circumstantial the stable caterpillar_tread in order to comely truly subject wealthiness managers. mummy has been a pilot that has affirmed local firms to expand their footprints, and emphasis Financial Advisors is suppose one with regard to the industry’s beat examples apropos of how contrived momma degrade be transformational—and at_last title role in passage to accelerated growth. 

on speaking terms this episode as to RIA edge vise saint_bruno executive theater_director at Informa wealthiness treatment speaks right with Kay Lynn Mayhue, CFP, AEP, RFC, chairperson as respects merit Financial Advisors, anywise I firm’s speedy growing inwards latest years. 

Kay Lynn offers a bearing below the hood at some concerning Merit’s fore acquisitions, spell farther providing more detail by use of the strategic freemasonry the unaffected formed irrespective of wealth Partners working_capital aggroup and a group as to common_soldier investors led by HGGC. 

precisely pick out and Kay Lynn discourse

• Merit’s growth flight and plan over against reach $10 billion in AUM
• How reward evaluates accomplishment targets and opportunities
• How Merit’s organisational twist is accomplishment en route to ease plotted apnea
• Insights into Merit’s 2022 pipeline and dies funestis mam barrier tactics

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