Jim Dickson's guest appearances

Jim Dickson

Financial Advisor Success

Disability Matters

ThinkLeader's Podcast

Power Your Advice

Karyn Hay Presents: Queen's Birthday

RIA Edge

Carter Malloy

David Carson

Scott Cooper

Dan Miller

Howard Cohen

Tom Perez

Matthew Sanford

Steve Irwin

Jennifer Mathis

Chris Brogan

Karin Slaughter

Allison Jones

Eric Vaughn

Matt Brown

Greg Smith

OwlTail

Jim Dickson is the CEO and Founder of Sanctuary Wealth, an RIA platform with 80 partner firms in 29 states that collectively oversee nearly $25 billion in assets under management. Jim has successfully built an RIA platform in just 5 years through efficient management of hiring, staffing, and raising outside investor capital, while providing middle and back-office support for independent advisors and playing a unique role in helping them grow their businesses. Listen in as Jim shares why he built the "Partnered Independence" platform to provide support systems for advisors who want to run their own practices, why he created a unique partnership structure where advisor practices are their own LLCs but are also IARs under the corporate RIA of Sanctuary Wealth, and why the firm has built a centralized data warehouse providing each advisor with their own level of business intelligence. We also discuss why Jim left the wirehouse world after 25 years and took a year-long trip around the world, how he's working through the challenges associated with rapid growth, and how the demand for independence among advisors surprised him despite his two decades in the wirehouse. For show notes and more visit: https://www.kitces.com/320

Jim Dickson is the CEO and Founder of Sanctuary Wealth, an RIA platform with 80 partner firms in 29 states that collectively oversee nearly $25 billion in assets under management. Jim has successfully built an RIA platform in just 5 years through efficient management of hiring, staffing, and raising outside investor capital, while providing middle and back-office support for independent advisors and playing a unique role in helping them grow their businesses. Listen in as Jim shares why he built the "Partnered Independence" platform to provide support systems for advisors who want to run their own practices, why he created a unique partnership structure where advisor practices are their own LLCs but are also IARs under the corporate RIA of Sanctuary Wealth, and why the firm has built a centralized data warehouse providing each advisor with their own level of business intelligence. We also discuss why Jim left the wirehouse world after 25 years and took a year-long trip around the world, how he's working through the challenges associated with rapid growth, and how the demand for independence among advisors surprised him despite his two decades in the wirehouse. For show notes and more visit: <a href="https://www.kitces.com/322" rel="nofollow" target="_blank">https://www.kitces.com/320</a>

Ep 320: Navigating Hyper-Growth To Achieve Platform Scale For Independent Advisors With Jim Dickson

While M&amp;A activity gets the majority of the attention in the RIA industry, strategic and sustainable organic growth is actually the secret to success for the industry’s top firms.  The fastest growing and most influential RIAs have a balanced approach to M&amp;A and organic growth. They are always thinking about how the two forms of growth can complement and accelerate one another. Sanctuary Wealth is writing the RIA playbook on how to balance organic and inorganic growth. In this episode of RIA Edge, Mark Bruno, managing director at Informa Wealth Management, speaks with Jim Dickson, Founder &amp; Chief Executive Officer, Sanctuary Wealth, about how RIAs can strategically approach mergers, acquisition, recruiting and sustainable organic growth. . Specifically, in this episode of RIA Edge, Mark and Jim discuss:  How Sanctuary Wealth is providing growth opportunities to its advisors and acquisition targets Key factors that contribute to valuation and differentiation in the RIA channel How does Sanctuary Wealth assess the quality of a firm’s growth and what does “good growth” look like? Why “growth” and “talent” are the two most important factors to consider in M&amp;A deals and how is it embedded into the mindset of your team.  Connect With Mark Bruno:  WealthManagement.com LinkedIn | Mark Bruno Mark Bruno (@brunz99) |  Twitter  Informa: Overview | LinkedIn  Connect With Jim Dickson:   LinkedIn: Jim Dickson Sanctuary Wealth  About Our Guest: Jim Dickson is the visionary who led the founding, development, and launch of Sanctuary Wealth as an innovative, partnered independence network for elite advisors. Jim spent 20+ years in numerous senior leadership roles at Merrill Lynch. Reporting directly to the CEO, Jim spent the last six years as a divisional executive and member of the firm’s executive committee. In addition to his day-to-day responsibilities, Jim was actively involved in spearheading Bank of America’s leadership development program and helped inspire and train the next generation of the firm’s managers. Having begun his career at Ernst &amp; Young, Jim has gained a distinctive perspective and valuable experience in developing and optimizing organizations of all sizes. Known throughout the financial services industry for his thought leadership, Jim is an active and highly sought-after speaker, recognized for his insights on delivering growth in the wealth management space.

While M&amp;A activity gets the majority of the attention in the RIA industry, strategic and sustainable organic growth is actually the secret to success for the industry’s top firms.  The fastest growing and most influential RIAs have a balanced approach to M&amp;A and organic growth. They are always thinking about how the two forms of growth can complement and accelerate one another. Sanctuary Wealth is writing the RIA playbook on how to balance organic and inorganic growth. In this episode of RIA Edge, Mark Bruno, managing director at Informa Wealth Management, speaks with Jim Dickson, Founder &amp; Chief Executive Officer, Sanctuary Wealth, about how RIAs can strategically approach mergers, acquisition, recruiting and sustainable organic growth. . Specifically, in this episode of RIA Edge, Mark and Jim discuss: <ul> <li>How Sanctuary Wealth is providing growth opportunities to its advisors and acquisition targets</li> <li>Key factors that contribute to valuation and differentiation in the RIA channel</li> <li>How does Sanctuary Wealth assess the quality of a firm’s growth and what does “good growth” look like?</li> <li>Why “growth” and “talent” are the two most important factors to consider in M&amp;A deals and how is it embedded into the mindset of your team.</li> </ul> Connect With Mark Bruno: <ul> <li><a href="https://www.wealthmanagement.com/" rel="nofollow" target="_blank">WealthManagement.com</a></li> <li><a href="https://www.linkedin.com/in/mark-bruno-046b735/" rel="nofollow" target="_blank">LinkedIn</a><a href="https://allworthfinancial.com/" rel="nofollow" target="_blank"> | </a><a href="https://www.linkedin.com/in/mark-bruno-046b735/" rel="nofollow" target="_blank">Mark Bruno</a></li> <li><a href="https://twitter.com/brunz99" rel="nofollow" target="_blank">Mark Bruno (@brunz99)</a><a href="https://allworthfinancial.com/" rel="nofollow" target="_blank"> | </a><a href="https://twitter.com/brunz99" rel="nofollow" target="_blank"> Twitter</a> </li> <li><a href="https://www.linkedin.com/company/informa/" rel="nofollow" target="_blank">Informa: Overview | LinkedIn</a></li> </ul> Connect With Jim Dickson: <ul> <li><a href="https://www.linkedin.com/in/jim-dickson-b02934162/" rel="nofollow" target="_blank">LinkedIn: Jim Dickson</a></li> <li><a href="https://sanctuarywealth.com/" rel="nofollow" target="_blank">Sanctuary Wealth</a></li> </ul> About Our Guest: Jim Dickson is the visionary who led the founding, development, and launch of Sanctuary Wealth as an innovative, partnered independence network for elite advisors. Jim spent 20+ years in numerous senior leadership roles at Merrill Lynch. Reporting directly to the CEO, Jim spent the last six years as a divisional executive and member of the firm’s executive committee. In addition to his day-to-day responsibilities, Jim was actively involved in spearheading Bank of America’s leadership development program and helped inspire and train the next generation of the firm’s managers. Having begun his career at Ernst &amp; Young, Jim has gained a distinctive perspective and valuable experience in developing and optimizing organizations of all sizes. Known throughout the financial services industry for his thought leadership, Jim is an active and highly sought-after speaker, recognized for his insights on delivering growth in the wealth management space.

RIA Edge Podcast: Sanctuary Wealth’s Jim Dickson on Balancing M&A and Organic Growth

Conversations with a Luminary: Jim Dickson (sponsored by Sanctuary Wealth), Dealmaking & Growth

Barrett Ayers

Adhesion Wealth, Diamond Consultants, and Sanctuary Wealth are all well-known for their laser focus on providing customized solutions to support the widely varied business models and challenges faced by advisors who are looking to go or already have gone independent.  In this episode of Power Your Advice, Adhesion Wealth President, Barrett Ayers, takes the reins … Continue reading Episode 19 –  Financial Advisors Can Find the Right Version of Independence – with Barrett Ayers, Louis Diamond and Jim Dickson →

Adhesion Wealth, Diamond Consultants, and Sanctuary Wealth are all well-known for their laser focus on providing customized solutions to support the widely varied business models and challenges faced by advisors who are looking to go or already have gone independent.  In this episode of Power Your Advice, Adhesion Wealth President, Barrett Ayers, takes the reins … <a href="https://poweryouradvicepodcast.blubrry.net/2020/11/11/episode-19-financial-advisors-can-find-the-right-version-of-independence-with-barrett-ayers-louis-diamond-and-jim-dickson/" rel="nofollow" target="_blank">Continue reading Episode 19 – Financial Advisors Can Find the Right Version of Independence – with Barrett Ayers, Louis Diamond and Jim Dickson →</a>

Episode 19 –  Financial Advisors Can Find the Right Version of Independence – with Barrett Ayers, Louis Diamond and Jim Dickson

Ramón Garcia

Joyce welcomes Jim Dickson, Vice President for Governmental Affairs, American Association of People with Disabilities (AAPD), and Ramón Garcia, Organizer of Just Vote Arizona! Disability Vote Coalition.  Discussed on the show will be the AAPD Disability Vote Project, a broad coalition of 36 national disability-related organizations working to  close the political participation gap for people with disabilities.

Jim Dickson and Ramón Garcia – Special Encore Presentation!

Jim Dickson and Ramón Garcia

Jim Dickson, Vice President of Government Affairs for the American Association of People with Disabilities (AAPD) (http://www.aapd.com), joins Joyce Bender on “Disability Matters”. Tune in as Joyce and Jim discuss his role within the AAPD. The AAPD promotes the economic and political empowerment of all 56 million adults and children living with disabilities in the U.S., and to be a national voice for change in implementing the goals of the Americans with Disabilities Act.

Jim Dickson, Vice President of Government Affairs for the American Association of People with Disabilities (AAPD) (<a href="http://www.aapd.com" rel="nofollow" target="_blank">http://www.aapd.com</a>), joins Joyce Bender on “Disability Matters”. Tune in as Joyce and Jim discuss his role within the AAPD. The AAPD promotes the economic and political empowerment of all 56 million adults and children living with disabilities in the U.S., and to be a national voice for change in implementing the goals of the Americans with Disabilities Act.