Want to grow from $19 million to $250 million in AUM... and not burn out in the process? Then grab your headphones and listen in as Matt sits down with Jenny Martella, CFP® - former CCO, advisor, and growth powerhouse who took a small firm from living-room start-up to a $12B merger with Modera Wealth. How do you actually pick the right partner (hint: it's not about the check size)? What does it mean to be “bus ready” (and why almost no advisor is)? And how does having a clear succession plan improve both your client experience and your lifestyle? Jenny brings the real talk on M&A, building culture, being client-obsessed - and why more women in this industry isn't just a diversity checkbox… it's a profitability strategy. This episode is packed with wisdom for any advisor wondering: → Is it time to scale? → Is it time to sell? → Or is it just time to stop being the accidental HR and compliance officer? Listen to the full episode now. Your future self (and your clients) will thank you. 🎧 https://lnkd.in/eaD76RuY #ThePerfectRIA #FinancialAdvisor #RIAgrowth #ClientExperience #WomenInFinance #FeeOnly
