The “Dangerous Middle” — And How RIAs Can Scale Through It

About this episode

Mark Bruno interviews Andrew Leonard about specialization and scaling in the RIA space.

Emigrant Partners' Mark Bruno sits down with Andrew Leonard, founder of Geometric, to explore what true specialization looks like in the RIA space. By focusing exclusively on partners at the top management consulting firms, Geometric has built a differentiated, fast-growing firm rooted in expertise and discipline. Andrew discusses organic growth, navigating the “dangerous middle,” hiring ahead of scale, and why clarity of client—and saying no—are the real drivers of success.

People in this episode

Host: Mark Bruno

Guest: Andrew Leonard

Topics covered

• specialization
• RIA space
• organic growth
• hiring
• client clarity
• business scaling

Keywords

• RIA
• specialization
• organic growth
• business management
• client success
• hiring strategy

Mentioned in this episode

Organizations: Emigrant Partners, Geometric, top management consulting firms

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