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cover of episode Bill Keen/Matt Wilson: How a Hyper-Local Niche Fueled a $1 Billion RIA

Bill Keen/Matt Wilson: How a Hyper-Local Niche Fueled a $1 Billion RIA

2025/4/8
logo of podcast Barron's Advisor

Barron's Advisor
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Bill Keen
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Matt Wilson
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Steve Sanduski
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Bill Keen: 我从90年代初开始从事金融行业，起初的成功源于专注于当地公司退休人员的退休规划需求。我成为该领域的专家，并通过提供专业的退休规划服务，帮助他们处理退休金转移和退休规划等问题。随着时间的推移，我逐渐积累了口碑和信誉，并发展了稳定的客户群体。如今，我们仍然专注于这一细分市场，并通过各种方式，例如社交媒体和活动，与潜在客户建立联系，提供有价值的内容和服务。 Matt Wilson: 我们专注于建筑、工程和施工领域的公司，许多公司拥有员工持股计划（ESOP）。我们帮助员工更好地理解和利用其福利，并成为他们值得信赖的财务顾问。我们深入研究客户公司，将其纳入财务规划模型中，并与人力资源部门建立良好的关系。我们通过举办活动、出版书籍、制作播客等方式，建立行业影响力，并成为该领域的思想领袖。 Steve Sanduski: Keen Wealth Advisors公司通过专注于当地市场中的特定细分领域实现了有机增长，并发展成为一家资产规模超过十亿美元的理财公司。他们的成功关键在于专注于当地建筑、工程和施工公司，成为这些公司退休计划和福利项目的绝对专家。

Deep Dive

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Bill Keen and Matt Wilson of Keen Wealth Advisors share their journey of building a billion-dollar RIA firm through organic growth. They focused on a niche market, specializing in retirement planning for local architectural, construction, and engineering firms, including many with ESOPs. This hyper-local strategy, combined with deep expertise and consistent client experience, fueled their success.
  • Organic growth, no acquisitions
  • Niche focus on AEC firms with ESOPs
  • Expertise in retirement plans and benefits programs

Shownotes Transcript

Inside Keen Wealth Advisor’s “ACE” niche strategy and advisor development program that powered the RIA’s rise. Host: Steve Sanduski, CFP.