Charting a Course to Success: RIA Edge Interview with Molly Bennard, Connectus Wealth Advisers CEO
Connectus Wealth Advisers CEO Molly Bennard, CPA, CFA, was a recent guest on the RIA Edge Podcast with David Armstrong to discuss her career path, the origins of Connectus Wealth Advisers, the growth of our unique partnership model, services, and the best-in-class tools we’ve developed to help our advisers deliver exceptional client solutions.
The catalyst for the birth of the firm came from a recognition that advisory firms were grappling with challenges like growth resourcing, scale, and succession planning.
“The idea of Connectus came as a solution to address the changing adviser landscape we were seeing,” said Bennard. “There was a need for more comprehensive, holistic solutions.”
From inception, the Connectus model was designed to help address those challenges by centralizing the administration of activities like HR, compliance, and IT infrastructure.
The result has been an industry-leading support system that allows advisory firms to do what they do best – connect with and provide outstanding service for their clients.
Advisers and clients alike have embraced that model. Connectus Wealth Advisers has grown in a few short years to encompass 17 brands with a combined $12.5 billion in assets under management while being recognized for excellence by third parties such as Barron’s and Forbes.