Gary Roth, Co-founder and Co-CEO of Modern Wealth Management, joined Keith Black, Managing Director of RIA Channel, at the CAIS Summit, to discuss building a new firm to focus on advisor growth.
Modern Wealth Management was founded for advisors who need a partner to help them scale their business and to have access to the latest tools without needing to join a megafirm. The firm seeks to acquire advisors with the right talent and footprint that can be combined to accelerate organic growth.
After an acquisition is complete, all advisors operate under the common brand of Modern Wealth Management. Advisors benefit from a centralized investment team and technology platform. Modern Wealth Management’s Organic Growth Hub is a Kansas City-based team of client concierges who reach out to potential clients and set appointments for advisors throughout the country. Before each appointment, the prospect has already been vetted and matched with an advisor who may be a good fit for their needs.
Advisors have helped build the firm’s client service model, integrating the best ideas from their experience and prior firms. Modern Wealth Management has had nationwide meetings with advisors to discuss the Client Experience/Advisor Experience, CXAX.
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