Mark Heffernan, Partner, Moneta met with Julie Cooling, Founder & CEO, RIA Channel to discuss the firm’s approach to succession planning and client service.
Moneta, based in St. Louis, is one of the largest RIAs in the country. The exclusively fee-only firm manages over $20 billion in assets and offers comprehensive wealth services. “We have quite a large depth,” says Heffernan on Moneta’s team approach. Each team is made up of advisors with varying specialities and ages. Not only does the team structure help the firm attract and connect with a wider range of clients, but also functions as a “built-in succession plan,” says Heffernan.
To learn more on this topic, head to MonetaGroup.com.