Jeff Dekko, Chief Executive Officer of Wealth Enhancement, was featured by Citywire in “50 Growers: Marketing and Referrals Boost Growth for RIA Giants.”
Wealth Enhancement was named the top grower in the state of Minnesota by a recent Citywire report. This article explores ways Wealth Enhancement and other top RIA acquirers named in the report achieve organic growth.
"Dekko said organic growth has been consistent, citing the firm’s ability to take on back-office tasks and develop marketing plans for newly acquired advisors. Custodial referrals from the likes of Charles Schwab and Fidelity account for more than 20% of the firm’s organic growth, Dekko added."
Access the full article authored by Sam Bojarski here.
