About this episode

Mike LaMena discusses the importance of an integrated model and organic growth for achieving premium valuations in the independent RIA space.

“If you're looking for a premium valuation in the independent space, you have to have an integrated model,” says the RIA’s CEO, who adds that organic growth has a “huge impact” on valuation. Host: Greg Bartalos.

People in this episode

Host: Greg Bartalos

Guest: Mike LaMena

Topics covered

• premium valuation
• independent RIA
• organic growth
• integrated model
• business strategy

Keywords

• premium valuation
• RIA
• organic growth
• integrated model
• business strategy

Mentioned in this episode

Organizations: Wealthspire, RIA

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