Wealth management has spent decades perfecting the infrastructure to manage assets, but it never built anything comparable to grow them. In this episode of FPA LIVE, we're joined by Ian Karnell, CEO and Co-Founder of VastAdvisor, to talk about what a real organic growth system looks like. Consider these numbers: Fifty-four trillion dollars in wealth is passing to widowed women, and 70% of them leave their advisor within a year. Millennials and Gen Z are looking for financial advice on social media, and nearly a quarter of Gen Z won't consider an advisor without a digital presence. Ian has spent his career at the intersection of wealth management and digital growth, and his take on how firms can turn client acquisition from a fragmented cost center into a compounding, compliance-native system is the conversation every financial professional needs to have.
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