Close Menu
David Hefty featured on The Connected Advisor podcast: The Growth Strategy Behind a $3B Succession-Ready Firm
Credent CEO David Hefty joins Kyle Van Pelt to break down the real succession challenge, post-acquisition growth strategies, and why most RIAs are missing the mark.
David unpacks:
– Why technical talent isn’t enough to scale
– The “growth gap” at the heart of most succession plans
– How we structure post-acquisition teams to unlock rapid, sustainable growth
– His M&A perspective: what firms get wrong in transition—and what buyers should prioritize
Take Your First Step Toward
Financial Confidence
Learn about our relationship-driven, team approach with a complimentary conversation about your financial future and how we can help you reach your goals.