We are pleased to share with you our feature in D CEO: Faces of Dallas Business: Wealth Management / Financial Planning.
In the competitive space of RIAs and wealth management, RGT believes the most under-asked question by prospective clients is, “Can you tell me about your succession plan and your next-gen talent?”
RGT Wealth Advisors was founded over 35 years ago. The firm’s leaders have steered the firm through a myriad of economic and business environments during the last several decades. Most people who come into the wealth management business as registered investment advisors (RIA) begin as practitioners. RGT believes to truly fulfill their roles as fiduciaries and support their clients’ long-term goals, they need to be sure they are a firm that can serve them long-term. That means a robust and comprehensive approach to succession planning. It takes a mindset akin to planting trees founders will never sit beneath the shade of, but generations of their clients and colleagues will.
RGT’s leaders work on the business of the future as much as they work in the business today. They have disciplined themselves to look far down the road and plan for the future of the firm, whether they are a part of it or not.
In an industry that is constantly evolving, it is incumbent upon business owners to continually adapt by helping clients be secure in the knowledge of who will serve them and their families – not just today or tomorrow, but 20 or 30 years from now.
With this in mind, RGT has focused deeply on optimizing talent acquisition with a focus on succession and maximizing the careers of the firm’s people.
The firm has already begun to transition much of the day-to-day responsibility for managing the firm’s business and its clients to Gen2 owners. The cool thing is, this has happened while RGT’s founders and Gen1 leaders are still an active part of the business. This is unique in the RIA space, where often founders sell and leave, or in some cases, hold on too tight, stunting careers of their next gen…or worse, causing them to leave for better career paths.
RGT has focused on a robust and healthy apprentice-style transition that has helped further careers and prepare for the future of client service. So, here they are. Meet RGT’s Gen3!
RGT Wealth Advisors, LLC (“RGT”) paid a fee to D Magazine Partners (the “Publisher”) to be included in this advertisement. RGT also has a business relationship with the Publisher, in which RGT purchases goods and services from the Publisher such as subscriptions to publications and reprints of advertisements. RGT’s inclusion in this paid advertisement should not be construed by a client or prospective client as any indication that they will experience a certain level of results if RGT is retained or continues to be retained to provide investment advisory services. The recognition reflected and RGT’s inclusion in this paid advertisement should not be construed as a current or past endorsement of RGT by any of its clients. RGT’s inclusion in this paid advertisement was based solely on information and payment submitted by RGT.