Building Growth Through People, Technology and Advisor Support with Neil Turner
Growth is a priority for many advisory firms, but building a business that can continue growing while serving clients well requires thoughtful planning.
What separates firms that continue attracting advisors and clients from those that struggle to scale? How can technology, business development and hiring decisions shape the future of an advisory business?
In this episode of Focused On The Future, host Suzanne Siracuse chats with Neil Turner, co-founder of NewEdge Advisors and chief strategy officer and chief revenue officer at NewEdge Capital Group, about building an advisor-focused wealth management platform. They explore the role of net new assets as a growth metric, how dedicated business development teams support advisors, the realities of digital marketing and the growing influence of artificial intelligence.
Neil also shares lessons from launching a shared RIA model, investing in talent and why people remain the foundation of a lasting business.
Neil discusses:
- Why net new assets remain a leading indicator of firm growth and long-term business health
- How dedicated business development teams help convert digital leads into client relationships
- The role recruiting and advisor support play in expanding assets and firm capabilities
- Why ownership of firm data may become increasingly important as AI adoption grows
- How hiring people who value advisors can shape culture and long-term business performance
Resources:
- Listen to Focused on the Future on Wealth Management
- Subscribe and listen to Focused on the Future on Apple Podcasts
- Subscribe and listen to Focused on the Future on Spotify
Connect With Suzanne Siracuse:
Connect With Neil Turner:
About Our Guest:
Neil Turner is the Chief Revenue Officer and Chief Strategy Officer of NewEdge Capital Group and the Co-Founder of one of its subsidiaries, NewEdge Advisors.
Neil has a strong track record of taking great business ideas and turning them into exceptional companies, such as NewEdge Advisors. After starting his career at JP Morgan, Neil made his way to New Orleans-based technology firm, iSeatz.com, as their Chief Strategy Officer. It was there that he met current business partner, Alex Goss. The two went on to form AdverCar.com before co-founding what is known today as NewEdge Advisors. As Co-Founders, they continue to develop NewEdge Advisors into one of the most advisor-first firms in the nation.
Neil graduated from Kenyon College with a Bachelor of Arts degree in Political Science. He was born and raised in New York City and currently resides in New Orleans. Outside of work, he enjoys running, playing golf and supporting local charities.
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