President and CEO Phillip Hamman of Linscomb Wealth on how his firm outpaced market growth with a laser focus on client satisfaction.

In this episode of the RIA Edge Podcast, David Armstrong, editorial director for Informa Connect’s Wealth Management Group, talks with Phillip Hamman, president and CEO of Linscomb Wealth, about the firm’s comprehensive financial planning services, where they leverage a team-based approach and institutional knowledge to address clients' diverse needs. Founded over 50 years ago, Linscomb Wealth transitioned to a fiduciary fee-only firm in the 1980s, doubling assets to $4.2 billion. With 1800 clients nationwide, they cater primarily to those with $1-10 million in liquid assets and believe prioritizing client well-being is a strong catalyst for driving organic growth.

Specifically, David and Phillip discuss:

- How tracking detailed metrics guides their strategic decision-making. 
- Why the firm prioritizes cultural alignment with potential acquisitions to safeguard against diluting their core principles and maintaining a cohesive organizational structure.
- The challenges in talent acquisition and where they look to identify the right candidates who not only possess the necessary skills but, more importantly, align with the firm's client-centric values.
- How their relationship with Cadence Bank has expanded their product portfolio while still allowing the firm to maintain its independence.
- What future services the firm is looking to offer to stay ahead of industry trends and client demands.

Connect With David Armstrong:
 
https://www.wealthmanagement.com/
LinkedIn: https://bit.ly/WealthManagementLI
LinkedIn: David Armstrong: https://www.linkedin.com/in/djamesarmstrong/
Twitter/X: @djamesarmstrong: https://twitter.com/djamesarmstrong
LinkedIn: Informa: https://www.linkedin.com/company/informa/

Connect With Phillip Hamman:

LinkedIn: Phillip Hamman: https://www.linkedin.com/in/phillip-hamman-cfa-cfp%C2%AE-73245118/
https://linscombwealth.com/

About Our Guest: 

Joining Linscomb Wealth (LW) over a decade ago, Phillip currently serves as the president and CEO. He leads the team in the development and execution of the firm's long-run vision, propelling its growth. His leadership extends to serving on the LW Board of Directors, chairing the Executive Team, and contributing as a voting member of the Investment Committee, reflecting his deep proficiencies in investment advisory, client service, and wealth planning.

A graduate of Texas Tech University with a B.S. in Personal Financial Planning, Phillip’s professional journey encompasses significant experience with high-net-worth and ultra-high-net-worth individuals and families. Phillip is passionate about the advancement of the wealth management field and is currently a member of the University of Houston Bauer MSF Wealth Advisory Board, CFA Institute, Investments & Wealth Institute, and Financial Planning Association. A family man and lifelong Texan, Phillip is married with three wonderful children and resides in West Houston.

RIA Edge Podcast: Client-Centric Growth: A Model for Modern Wealth Management

NREI Weekender Episode 6 - NREI Research Series: Annual REIT Study Review, July 13, 2019

Today, David Bodamer continues with the NREI Research Series by reviewing NREI’s 4th annual REIT study. 

In this episode, you will learn:

- The major takeaways from this year’s research
- Which categories are on respondents’ buy and sell lists
- The status of REIT balance sheets
- What kind of predictions the study provides for REIT stock prices and returns 
- And more

Tune in now to hear the latest findings in the Review of the fourth annual REIT Study as part of the NREI Research Series.

Resources:
National Real Estate Investor

RIA Edge Podcast: Client-Centric Growth: A Model for Modern Wealth Management

WealthManagement.com

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