Private client focus Target growth initiatives by highlighting RF Lafferty’s long-standing family-led client-centric approach and potential value in expanding high-net-worth and institutional relationships through tailored advisory and wealth management solutions.

Expand institutional access Leverage the firm’s ongoing capital markets expansion and recent hire in New York to position services around institutional investor outreach, corporate access, and research offerings to grow market share with mid-size institutions.

Strategic partnerships Capitalize on the 20-year RBC Clearing & Custody partnership and the firm’s investment banking platform to propose bundled clearing, custody, and advisory services to clients seeking integrated capital markets solutions.

Digital and tech enablement Present value of modernized digital infrastructure and marketing stack (Wix, WordPress, Google Cloud) as a foundation for client onboarding, reporting, and scalable client communications to attract tech-savvy and growth-oriented firms.

Growth through talent With senior hires like James Grebenc and Erik Bullock, pursue opportunities to offer targeted capital markets programs, corporate access enhancements, and cross-sell investment banking, advisory, and research services to existing clients and prospects.