Jim Dickson is the Founding Partner and CEO of Elevation Point. Elevation Point partners with financial advisors and independent RIAs, offering strategic guidance and resources to accelerate business growth.
In this podcast, Jim and Doug discuss Elevation Point and their unique approach as an accelerator rather than an aggregator in the wealth management industry.
Topics also discussed:
- Elevation Point’s offerings of minority stake partnerships to help advisors and RIAs grow without selling their entire business.
- Their acquisition of Mount Yale Capital Group enables them to provide operational, compliance, and investment services, scaling faster by integrating established systems.
- How they serve breakaway advisors seeking independence and RIAs who want to focus more on clients by offloading operational burdens.
- Elevation Point differentiating itself as an accelerator, offering tools, technology, and services without forcing firms to change their successful models.
- Future plans including more acquisitions and expanding exclusive investment opportunities through their Alt 62 platform.
Resources:
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