Zephyr’s Adjusted for Risk: Matt Matrisian on M&A and Organic Growth in Wealth Management
What does sustainable growth really look like in today’s wealth management landscape?
In a recent episode of Zephyr’s Adjusted for Risk, Matt Matrisian, President of SEIA, joined Ryan Nauman to discuss the forces shaping the future of the industry—from organic growth and firm valuation to M&A dynamics and the thoughtful use of technology.
The conversation explores:
• Why organic growth remains the foundation of long-term enterprise value
• How firms should think about private equity’s role in M&A
• The strategic investments that improve scalability without losing culture
• Practical steps advisors can take as AI becomes part of everyday operations
For firms focused on building durable value this episode offers timely perspective.
Listen to the full conversation and learn more about how SEIA approaches growth with intention: https://www.wealthmanagement.com/business-planning/zephyr-s-adjusted-for-risk-matt-matrisian-on-m-a-and-organic-growth-in-wealth-management
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