On the first day of February, the TD Ameritrade’s 2018 LINC Conference was a busy one for Beacon Pointe and BPWA President, Matt Cooper.  The morning showcase session, “The Road to a Billion Dollar RIA and Mistakes Made Along the Way” was an impressive panel, including multiple firms represented within the Alliance for RIAs (aRIA) study group, of which Matt Cooper and Beacon Pointe are a part of.  The session was packed, standing room only.  The panelists were extremely rich with intel and open and honest with their remarks.  Most learned “mistakes” involved people and culture and figuring out how to get that combination right.  Other topics of interest included next-gen equity transfers and firm ownership, AUM scalability and growth.

As if one panel wasn’t enough!  Beacon Pointe also participated in a second panel Thursday afternoon focused on “Achieving Success for Buyers and Sellers: Perspectives form the Industry’s RIA Multi-Dealers.”  Another sought after topic, questions from the audience included topics on firm valuations as well as office culture and recruiting and retaining talent.

Also joining Matt Cooper at TD Ameritrade’s 2018 LINC Conference in Orlando, FL were Jack Cooper (Senior Associate, Partnership Integration), Karisa Diephouse (Director of Partnership Integration), and Allison Hillgren (Director of Marketing & Communications).