Insights
Barron’s Hall of Famer, Spuds Powell appeared on Barron’s Advisor ‘The Way Forward’ Podcast and discussed how advisors can keep growing a wealth management practice once it reaches a mature stage.
Key moments from the podcast:
3:30: Knowing When it’s Time to Pass the Baton to the Next Generation
4:40: Maximizing Growth Opportunities with Existing Clients
5:25: The Value of Face to Face Communications
9:25: Strength of Referrals
12:45: Leveraging Individual or Firm Level Accolades
This information is being provided by Kayne Anderson Rudnick Investment Management, LLC (“KAR”) for illustrative purposes only. Information in this article is not intended by KAR to be interpreted as investment advice, a recommendation or solicitation to purchase securities, or a recommendation of a particular course of action and has not been updated since the date listed on the correspondence, and KAR does not undertake to update the information presented. This information is based on KAR’s opinions at the time of publication of this material and are subject to change based on market activity. There is no guarantee that any forecasts made will come to pass. KAR makes no warranty as to the accuracy or reliability of the information contained herein. Past performance is no guarantee of future results.
The Barron’s Hall of Fame Advisor Award was issued in October 2022. KAR has not paid a fee to participate in the award or to reprint and distribute the result of the award.
The Barron’s “Top 100 Independent Advisors 2022” was given in September 2022 and covers the year 2022. KAR has not paid a fee to participate in the rankings but has paid fees for a license to reprint and distribute the results of the rankings.
