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For years, firms have benefited from a booming capital market and an equally long period of near-zero interest rates. VNRs found themselves in a position where they could achieve growth with minimal effort. However, most executives in wealth management are not comfortable with this passive approach to growth. The secret to RIA growth lies in keeping an eye on their priorities. To stand out in a 'sea of ​​sameness', VNRs have turned their attention to innovation and tailored customer experiences.

In this episode, Shannon Rosic, WealthStack's director of content and solutions, talks with Sara Baker, president of Triad Wealth Partners, about the tactics high-growth firms are focusing on to succeed.

Shannon and Sara also discuss:

• Why refining service models can lead to growth
• The indispensable role of technology in scaling operations and improving customer experiences
• The critical difference between growth and scale for firms
• How to balance innovation and tradition within an organization

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About our guest:

Sara Baker, JD, LLM, is President of Triad Wealth Partners. She is a leader with over 15 years of financial services experience in M&A, integrations, start-ups, product operations, project management, strategic planning, tax planning and advanced financial planning.