Matt Cooper, Partner, President, Beacon Pointe Wealth Advisors, met with Julie Cooling, Founder & CEO, RIA Channel to discuss their firm’s growth strategy, M&A and new initiatives for 2019.
Beacon Pointe has experienced tremendous growth over the past five years. Cooper discusses ideal acquisition candidates, the value proposition for RIAs looking to partner with Beacon Pointe, and his approach to identifying like-minded advisors. Cooper emphasizes the importance of focusing on adding efficiencies across their firm from client acquisition, investment management, planning and wealth services. The right technology and a holistic approach, Cooper points out, are critical ingredients to successful practices. Learn more about Beacon Point Wealth Advisors here.