AE Wealth's Shannon Larson to Urge Multi-Year Planning at Nov. 5 Summit

1 articles · Updated · InvestmentNews · Aug 19

Shannon Larson, AE Wealth Management’s president, will argue at InvestmentNews’ Women Advisor Summit on Nov. 5 that advisors need multi-year business plans rather than chasing every new idea.
Larson said the key discipline is deciding when an idea is “not right now,” weighing effort against impact and timing instead of pursuing quick wins that can derail long-term growth.
Team structure is central to that approach, she said, with the strongest advisory practices pairing complementary skill sets—such as rainmakers and COOs—rather than surrounding leaders with people like themselves.
AE Wealth’s advisors are posting about 12% organic growth, Larson said, versus 3.7% in Ensemble’s 2026 benchmarking study, while top performers in Schwab’s latest RIA survey logged 12.9% of asset growth from net organic growth.
Larson, who joined the roughly $50 billion RIA earlier this year after eight years at Osaic, will close the New York event in a fireside chat on “the long game” before the Women to Watch Awards.