About this episode

Jim Dickson discusses the shortcomings of current RIA partnership models and the launch of Elevation Point to address these issues.

What if today’s RIA partnership models aren’t solving the right problems? In this episode of RIA+, Jim Dickson explains to Emigrant's Mark Bruno why he launched Elevation Point in 2024 and the structural gaps he believes exist across the advisory landscape. He outlines the specific challenges advisors face around growth, alignment, and support after they go independent —and why traditional aggregators and PE-backed models often fall short. Jim and Mark also touch on the exceptional growth Ele...

People in this episode

Host: Mark Bruno

Guest: Jim Dickson

Topics covered

• RIA partnership models
• advisory landscape
• growth challenges
• independent advisors
• traditional aggregators
• PE-backed models

Keywords

• RIA
• partnership models
• advisors
• growth
• support
• independent
• aggregators
• PE-backed

Mentioned in this episode

Organizations: Elevation Point, Emigrant

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