New COO tackles ambitious goals

Investment Executive
March 12, 2024

‘In an interview with Investment Executive, Dave Kelly, COO at Richardson Wealth, discusses the firm’s ambitious goals:

– Reach 50% female advisors by 2027

– Support younger advisors in joining the firm

– A primary focus on retaining advisors

– $100 billion in assets under administration (AUA) by 2026

“We’ve now put the blocks in place where the business scales very quickly,” Dave said, “and so you don’t have to add a lot of cost as you bring on new [financial] advisors.”

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