People, Purpose and Growth: Inside Keen Wealth's Leadership Playbook

In the RIA industry, "good growth" is about much more than adding clients and assets - it's about being intentional, leaning into deep expertise and never losing focus on your existing clients and team. In this episode of RIA+, Bill Keen, Founder and CEO of Keen Wealth, and Matt Wilson, the firm's President & CIO, share how Keen Wealth has approached leadership, talent development, culture and strategic expansion to drive the firm's impressive growth. Bill and Matt also provided perspecti...