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On this episode of the RIA Edge podcast, Mark Bruno, managing director of the wealth administration group at Informa, and Ken Stern, president of Lido Advisors speak about Lido’s development and methods within the wealth administration trade. Ken shares how Lido emphasizes a client-first strategy and values cultural alignment in partnerships and acquisitions.

Particularly, Mark and Ken focus on:

• Clear worth proposition and its significance as a driving issue for profitable development
• The importance of natural development, using current purchasers as priceless sources of referrals and enterprise growth alternatives
• Mergers and acquisitions (M&A) and the necessity for cultural alignment when contemplating partnerships or acquisitions
• The function of expertise, AI, and digital methods in reaching a wider viewers

Sources:

RIA Edge Podcast
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About Our Visitor:

Ken Stern is President of Lido Advisors. Ken is targeted on executing Lido’s imaginative and prescient in rising Lido Advisors right into a nationally acknowledged chief in superior wealth administration and funding technique. After working with and serving to develop varied monetary establishments, Ken noticed a necessity for a client-centric monetary advisory agency targeted on complete planning and dynamic funding administration. Because of this, he based each Asset Planning Options, Inc. and Ken Stern & Associates.

Ken has authored seven private finance books and appeared in or been quoted on a number of TV and radio exhibits together with “The Right this moment Present,” CNBC, and CNN. Authored books embody: “To Hell and Again,” “Pounce,” “Secrets and techniques of the Funding All-Stars,” “Senior Savvy,” “50 Fabulous Locations to Retire in America,” “Safeguard Your Laborious Earned Financial savings” and “Secrets and techniques of the Funding All-Stars.”

Ken is an Alumnus of Harvard Enterprise College, is a Licensed Monetary Planner and speaks extensively on wealth switch, different investments, and legacy planning. Initially from Farmington Hills, MI, Ken enjoys spending time together with his household, touring, snowboarding, public talking, writing, and studying.

 

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