Podcast Episode: Building Success in Asset and Wealth Management with Kevin Corbett (Summery)
Learn the keys to effective asset and wealth management with Kevin Corbett. He is the Managing Director of Corporate Development and Strategy at Mariner Wealth Advisors. Gain valuable insights into Mariner’s rapid growth strategy.
This strategy targets affluent and high-net-worth individuals. Discover how Kevin’s expertise in M&A opportunities has propelled the firm. It now operates across 41 states with over 800 advisors.
Learn the three keystones of Kevin’s success: meticulous attention to detail, unwavering honesty and integrity, and the power of teamwork.
Kevin also delves into the emotional journey of entrepreneurs. He discusses their transition from owners to employees. This offers a unique perspective on the psychological elements of selling a business.
Career Journey: From Client Focus to Strategic Growth
Trace Kevin’s professional journey. It shifted from working with individual clients to working with institutions and advisors. Explore his career-defining move to North Texas in 2003. He joined Fidelity Institutional there. He played a pivotal role in helping advisors establish their own RIA firms.
The story of Kevin and Marty Bicknell, founder and CEO of Mariner Wealth. Learn how their shared values and trust shape Mariner’s client-first mindset. This episode underscores the cultural considerations in business acquisitions. It also shows how important strong personal connections are for long-term success in asset and wealth management.
Fostering Team Culture & Leveraging CRM for Wealth Advisory
In our conversation, we emphasize the significance of fostering a culture of success within a team. Here, putting the customer first and delivering exceptional value are paramount. We discuss the challenges of evaluating cultural fit remotely.
We also cover the benefits of viewing partnerships over mere vendor relationships. Reputation and integrity take center stage. Kevin shares how high standards and nurturing long-term relationships can unlock growth opportunities.
Finally, we highlight the indispensable role of CRM systems in managing deals. They foster accountability and drive strategic decision-making through meticulous data tracking. Join us for an episode full of practical tips and insights on asset and wealth management.
Meet Our Guest: Kevin Corbett, Managing Director, Mariner Wealth Advisors
Kevin Corbett helps lead the corporate development function at Mariner Wealth Advisors. His work includes the strategic lift-out of advisors and teams. He also assesses and identifies key talent for recruiting.
Furthermore, he handles RIA firm acquisitions across the U.S. Kevin works closely with a wide range of industry participants. These include investment banks, RIA custodians, and COIs. He engages with them in pursuit of Mariner’s goals. He is also a member of the Mariner Trust Company Board of Managers.
Before joining the firm, Kevin was a senior relationship manager at Fidelity Investments. There, he worked closely with Mariner Wealth Advisors. Through his 17-year tenure at Fidelity, Kevin held various roles.
These spanned the retail and institutional brokerage businesses. Positions included national financial services, capital markets, and institutional wealth services.
Kevin’s past experience also includes working as a head trader with Bainco International Investors. Kevin has a bachelor’s degree in marketing. He earned it from the Isenberg School of Management at the University of Massachusetts, Amherst.
Key Takeaways You’ll Learn:
> Mariner Wealth Advisors’ rapid growth strategy and expertise in M&A opportunities within asset and wealth management.
> The three keystones of Kevin’s success: attention to detail, honesty, integrity, and teamwork.
> Insights into the emotional journey of entrepreneurs selling their businesses.
> The significance of cultural considerations in business acquisitions and personal connections for long-term success.
> Strategies for fostering a customer-first culture, evaluating cultural fit, and building partnerships.
> The indispensable role of CRM systems in deal management, accountability, and strategic decision-making for wealth advisory.