Newsroom · Media appearances

The Perfect RIA Podcast: James Cahn Joined in “The Critical Role of Talent in Advisory Firms”

Wealth Enhancement Newsroom · June 5, 2025

James Cahn, Chief Strategy Officer, and Dean Smith, Director of Business Development, recently joined The Perfect RIA podcast with host Matthew Jarvis. 

In the episode, they discuss the evolving RIA landscape, pillars of successful M&A, and the keys to building a sustainable practice. 

Access the full replay here.