Casey Bates: Organic Growth Strategies for RIAs

Marketing Wealth

Marketing Wealth — the show where we explore the strategies, systems, and stories behind attracting high-net-worth clients and building a business that actually scales.

Hear from rising leaders, firm partners, and financial experts on what’s working right now in the financial space.

Hosted by Maurilio Amorim, founder of The A Group – a growth strategist trusted by advisors, nonprofits and financial firms to help them connect with affluent individuals.

AVAILABLE ON:

Casey Bates: Organic Growth Strategies for RIAs

03/08/2026 Maurilio Amorim

In this episode, Casey Bates shares his extensive experience in the RIA industry, from its early days to current trends. He discusses industry evolution, organic growth strategies, and how firms can scale effectively without over-reliance on mergers and acquisitions.

Chapters

00:00 Introduction to RIA Consulting and Growth Strategies

03:41 The Evolution of the RIA Space

10:06 Scaling and the Impact of Private Equity

13:12 Common Mistakes in RIA Growth Strategies

22:01 Implementing Organic Growth Solutions

32:28 Starting an RIA Today: Strategies and Partnerships

Watch