March 27, 2025
The Leap from IBD to RIA: Unpacking a $700mm to $1.7B Growth Story
The Diamond Podcast for Financial AdvisorsAbout this episode
Scott Pinkerton of FourThought Private Wealth offers a perspective on outgrowing the independent broker dealer model, transitioning to an independent RIA, and the extraordinary growth realized as a result of the change. Scott unpacks the difference between the models, shares why he opted to sell equity to Focus Financial, and more.