Windward Recruiting

Record Profits, Stratified Growth: What’s Next for RIAs? A new study shows that while wealth‑management firms are hitting record profits, they’re struggling to drive organic growth—suggesting strategic blind spots ahead. This signals a shift where firms need to move beyond cost optimization to actively cultivate client acquisition, retention, and innovative service models. Growth isn’t just financial—it’s strategic. #RealGrowth #RIA #StrategicGrowth #WealthAdvice #WealthManagement #WindwardRecruiting #Develop #AdvisorSuccess #SuccessionPlan #MovingYouForward

Hey #Sacramento, Are you a Wealth Advisor who wants to step into a coaching/teaching role? Let's chat. 👇 Jon Richio | 414-909-8540 | Jon@windwardrecruiting.com Chris Bisenius | 414-909-8505 | Chris@windwardrecruiting.com https://lnkd.in/gMd7even #Wealthadvisor #coach #Leader #wealthmanagement #windwardrecruiting #movingyouforward

$650M RIA Launch: Could Tempo Be Another Chapter in the Playbook for Ambitious Advisory Teams? Independence isn't just a nice-to-have — it's a power move. Tempo Wealth’s $650M I‑launch is a blueprint for how focus + autonomy = real growth. If your team’s thinking bigger, make sure your platform lets you execute. #Independence #RIA #Breakaway #Scale #RealGrowth #ClientCentric #WindwardRecruiting #RIARecruiting #MovingYouForward #Autonomy

Wall Street Bets on RIA Scale: GeoWealth Scores $38M from Apollo & BlackRock The RIA ecosystem is getting Wall Street’s full attention—and capital. With backing from Apollo + BlackRock, GeoWealth will evolve from mid‑tier player into a force shaping how RIAs scale via tech and acquisitions. Are independent firms ready to compete? #BlackRock #GeoWealth #Alts #RIA #WealthManagement #Private #Investments #MovingYouForward

$650M RIA Launch: Could Tempo Be Another Chapter in the Playbook for Ambitious Advisory Teams? Independence isn't just a nice-to-have — it's a power move. Tempo Wealth’s $650M I‑launch is a blueprint for how focus + autonomy = real growth. If your team’s thinking bigger, make sure your platform lets you execute. #Independence #RIA #Breakaway #Scale #RealGrowth #ClientCentric #WindwardRecruiting #RIARecruiting #MovingYouForward #Autonomy

Two alts heavy hitters—Harrison Street and ABS Global—are stepping into the private‑wealth ring with new divisions tailored for RIAs and HNW clients. This is more than a product pivot—it’s a strategic signal: alts firms are pursuing advisor distribution directly, stacking senior hires, branding, and infrastructure to support that pivot. RIAs should ask: what’s coming next from asset managers in terms of white‑label access, model delivery, or referral pipelines? #HarrisonStreet #ABSGlobalInvestments #WindwardRecruiting #MovingYouForward #Alts #Investments #PrivateInvestments #InvestmentPlatform #WealthManagement #RIA #Advice #SearchAndRecruiting

Why Retiring Advisors Are Fueling Independent RIA Growth That’s where independent RIAs come in: they’ve emerged as the chief beneficiaries of this wave. Acquisition appetite is high, and firms that move fast can expand their footprint through strategic deals. What this means for growth strategies: • Identify retiring advisors early and position them as successors. • Bring valuation, staffing, and transition services to the table. • Highlight client-centric culture and autonomy as differentiators. Bottom line: Advisor retirements represent not just industry churn—but a launching pad for independent RIA expansion. Firms that offer seamless transitions and a culture-first ethos will lead the pack. #WindwardRecruiting #Advisor #SuccessionPlan #RetireWell #MovingYouForward #CareerSuccess #OpenToChange #Advice #WealthManagement