Q&A: Atria’s Kevin Beard on Optimizing Advisor Recruiting

Wealth Solutions Report

September 9, 2021

Atria’s Chief Growth Officer & Founding Partner, Kevin Beard, Discusses How The Firm Drives Recruiting Success and Adds Value to Newly-Recruited Advisors From the Outset.

Kevin Beard, Chief Growth Officer & Founding Partner at Atria Wealth Solutions, is having a banner year that caps off four years of continuous and significant growth at the private equity-backed network of independent wealth management firms.

In addition to playing a crucial role in Atria’s execution of its M&A growth vision– over the past few years alone, the firm has acquired Cadaret Grant, NEXT Financial and Western International Securities, and SCF – Beard has also driven a savvy and effective financial advisor recruiting strategy.

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