Month: March 2022

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Advisor Innovations Podcast: GeoWealth’s Colin Falls

Advisor Innovations Podcast: GeoWealth’s Colin Falls

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In this episode, David Armstrong is joined by Colin Falls, president of GeoWealth, on the firm’s growth trajectory, what it means to be an “advisor-driven” turnkey asset management platform for RIAs, and how technology can ease the tension for RIAs between model portfolios and customized investment management, and what the company’s recent capital raise means for the future of GeoWealth.

Colin discusses:

  • The history of GeoWealth, how it launched as a family office-backed tech platform that acquired an RIA to develop its technology in real-time, and where Falls sees the firm in the larger ecosystem of advisor technology now.
  • The never-ending arms race in digital product development and engineering, and how GeoWealth’s recent capital raise is going to be deployed.
  • How technology is making customized model portfolios for smaller RIAs a scalable proposition.
  • GeoWealth research which shows the benefits of outsourcing investment management on an RIA’s growth.
  • A sneak preview of GeoWealth’s upcoming tax-focused technology integration announcement.
  • How he sees ESG and direct indexing impacting the future of investment management for RIAs and the trajectory of GeoWealth.
  • His background playing professional basketball in Italy and Eastern Europe, and thoughts on the conflict in Ukraine.

Connect With Colin Falls:

Connect With David Armstrong:

About Our Guest:

Prior to joining GeoWealth in 2012, Colin served in various roles and departments – ranging across advisory and back office – at Frontier Wealth Management, a Kansas City based Registered Investment Advisor. He graduated from the University of Notre Dame’s Mendoza College of Business with a B.A. in Management and Entrepreneurship. As a captain of the Notre Dame Basketball team, Colin earned First Team All-Big East honors as a senior and finished his career with the most three-point field goals made in Notre Dame and Big East Conference history. Colin went on to play basketball professionally in Italy and the Czech Republic.

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Advisor Innovations: Merit Financial’s Kay Lynn Mayhue on Plotting an Aggressive Growth Trajectory

Advisor Innovations: Merit Financial’s Kay Lynn Mayhue on Plotting an Aggressive Growth Trajectory

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In this episode, David Armstrong talks with Kay Lynn Mayhue, president of Merit Financial Advisors, about the $7 billion firm’s aggressive growth trajectory.. 

Kay Lynn discusses:

  • The strategy that’s fueled Merit’s aggressive growth rate since 2017.
  • Merit’s “hub and spoke” approach to acquisitions and partnerships. 
  • How Merit evaluates its acquisition prospects—and what will kill a deal.
  • The long search for a capital partner and learning which equity investors made sense—and which didn’t.
  • Why Merit separates client development from the advisor’s role and centralizes financial planning to accelerate organic growth.
  • Why technology is a significant part of Merit’s budget

Connect With Kay Lynn Mayhue:

Connect With David Armstrong:

About Our Guest:

Kay Lynn Mayhue, CFP®, AEP®, RFC® serves as President of Merit, which oversees $4 billion* in RIA and brokerage assets under management. A seasoned veteran of the financial services industry with more than 20 years of service under her belt, Kay Lynn now shares her wealth of experience and refined leadership skills with the partners and team at Merit. She primarily focuses on the implementation of company objectives to advance Merit’s mission and to promote growth and profitability as an organization. She also oversees operations to ensure production efficiency, top quality, exceptional service, and cost-effective management of resources. Driven by results, Kay Lynn works tirelessly to implement, direct, and evaluate the organization’s operational and fiscal function and performance. Her critical expertise in succession planning has paved the way for countless advisors to achieve the future of their dreams, and secured Merit’s legacy as a firm that will continue to serve others for generations to come.

 

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