Matt was joined by Jeremy Massullo of Concurrent and Dr. Jordan Hutchison of RFG Advisory for Episode 70. Jeremy was Concurrent’s very first employee seven years ago, and currently serves as VP of Operations. The firm is headquartered in Tampa, FL, started as an OSJ on Raymond James’ platform, and currently has approximately $9.5 billion of client assets. Jordan serves as RFG’s Vice President of Technology and Operations. RFG Advisory is headquartered in Birmingham, AL, and manages approximately $5.5 billion with 65 employees. Matt, Jeremy, and Jordan tackle many operational topics that RIAs struggle with, including:
- What day-to-day services they have centralized for advisors
- How they both are approaching the hiring of new Operations staff
- The evaluation of technology vendors and the challenge of “shiny object syndrome”
- Steps they both take to ensure clean data is flowing across their tech stack
- How they have designed their CRMs to support their advisors’ organic growth goals
- Change Management techniques both have incorporated to limit the “change fatigue” felt by their firms’ advisors and staff
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