Get $300 when you invest & maintain $5,000 or more9 Offer expires April 30, 2024
Get $300 when you invest & maintain $5,000 or more9 Offer expires April 30, 2024
Get $300 when you invest & maintain $5,000 or more9 Offer expires April 30, 2024

Webinar Series with Facet Wealth

How Client Segmentation Improves RIA Valuation

Facet Wealth Chief Financial Officer Lisa Rapuano, CFA, breaks down the valuation of RIAs and how this contributes to the difference in revenue multiples among firms. Future free-cash-flow (EBITDA) margins can change throughout the life cycle of firms, due to expanding client bases and infrastructure. Lisa suggests that segmenting clients is a great solution to increase sustainability, profitability and, ultimately, growth.

Watch and listen as Lisa offers her insights as well as engaging, concrete examples of the benefits of client segmentation through Facet.

Looking for more?

Explore some additional resources like our Survey Results – RIA Capacity and Segmentation Practices webinar, where we analyze illuminating data provided by over 300 RIAs.

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Interested in giving the best service to all your clients while increasing your profit margins? Contact one of our practice management experts today.

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9 Offer is valid for new Facet Members who open and fund new Facet investment account(s) with a minimum of $5,000 in total within 90 days of signing a planning agreement for service with Facet starting on or after April 1, 2024. Additional Terms and Conditions apply