🎙️ New Episode with Marty Bicknell, CEO & President of Mariner
🎙️ New Episode with Marty Bicknell, CEO & President of Mariner
Hosted by Steve Curley, CFA, CFP®, and Chris Cannon, CFA, this conversation dives into Marty’s journey building one of the largest wealth management firms in the country and the lessons learned along the way:
- From $300MM AUM in 2006 to over $500B AUA today – his origin story
- How Mariner brought multiple verticals and products under one roof
- His evolution from rainmaker to CEO
- M&A strategy, current market multiples, and key lessons learned
- Organic growth rates vs. the competition (and why most private wealth firms aren’t growing)
- Investing in human capital and advice for aspiring professionals in wealth management
🎧 Listen now: https://www.investorsfirstpodcast.com/