Marshberry’s director of financial advisory services on how advisors navigate their growth trajectories.

In this episode of the RIA Edge Podcast, David Armstrong, editorial director for Informa Connect’s Wealth Management Group, and John Orsini, director of financial advisory services at MarshBerry, discuss the recent RIA Edge research study detailing how firms are navigating their growth trajectories and approaching decisions around service expansion, fee compression, and specialization.

Specifically, David and John talk about:

- The services most RIAs say they are likely to add, which they aren’t, and why. 
- The financial metric firms should keep in mind when designing a sustainable growth strategy. 
- How smaller RIAs that strive to accommodate all client service requests eventually find that “stumbling forward” on the growth path can lead to more significant problems down the road.
- Where the convergence of private equity, insurance tax, and estate planning in M&A has gained momentum and where it has not.
- Some of the challenges “next-generation” advisors face as the industry evolves from a collection of practices to larger and professionally managed businesses.

Resources:
 
RIA Edge Podcast: http://bit.ly/3YVhfof 

Connect With David Armstrong:
 
WealthManagement.com
LinkedIn: WealthManagment.com
LinkedIn: David Armstrong 
Twitter/X: @djamesarmstrong
LinkedIn: Informa

Connect With John Orsini:

LinkedIn: John Orsini 
MarshBerry

About Our Guest: 

John Orsini joined MarshBerry as a Director in 2021 for its Wealth Advisory division. In his role, he is responsible for being the client-facing lead on merger and acquisition projects, developing strategy and implementing client deliverables, and maintaining client relationships to ensure successful project execution.

John has more than 15 years of experience in strategic finance, including product launches, technology investments, and the build-out of mutual fund distribution systems through wirehouses, banks and wealth advisors. In addition, he served in various finance leadership roles during stops at The Vanguard Group, Morgan Stanley Investment Management, and Nationwide Financial. Most recently, John was Associate Vice President of Business Development & Acquisitions for Nationwide Financial’s Investment Management Group. In this role, he led all aspects of acquisition strategy, deal execution, implementation, and strategic partnerships. He was the liaison between their leadership team and enterprise finance regarding all inorganic growth activities.

John currently maintains the FINRA Securities Industry Essentials Exam and Series 7, 63 and 79 FINRA registrations through MarshBerry Capital, LLC, the affiliated FINRA-registered Broker/Dealer of Marsh, Berry & Co., LLC. John holds an MBA from Widener University and a BS from Temple University and achieved certification from Wharton Executive Education in Mergers & Acquisitions.

RIA Edge Podcast: Marshberry’s John Orsini on The Paths to Growth

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: Marshberry’s John Orsini on The Paths to Growth

WealthManagement.com

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