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The RIA Edge Podcast Welcomes David Hefty to Discuss “Building Out the ‘Anti-Aggregator’ RIA”
CEO David Hefty joins WealthManagement.com’s David Armstrong to discuss Credent’s growth story.
In this episode, David shares:
– Why we refuse to be an aggregator—and what that means for our culture and client service
– Our private credit strategy with Crestline Investors (and why we avoided equity dilution)
– How we’ve onboarded numerous firms and are managing a pipeline of a dozen more
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