George MacAllister, of The Next Level Solution, shares how financial advisors and RIAs can use storytelling techniques to increase their success rate when trying to acquire another advisor's book of business or acquire an RIA firm. The use of stories is also valuable in the sales process for clients according to George and he shares several examples and strategies that you can implement in your business.
Episode 16 - Considering the Strategic Value in a Wealth Management Business Acquisition
Episode 15 - Kirsten Petras on the acquisition activity increase in wealth management
Episode 14 - Kelli Cruz on the importance of talent wealth for successful business transitions
Episode 13 - Victor Gaxiola of Tech Girl Financial on using social media to increase your valuation
Episode 12 - Brian Margolis of Productivity Giant on Growing Your Business by Simplifying It
Episode 11 - Ivan Barretto of RIA Compliance Concepts on using compliance for a strategic edge
Episode 10 - Jamie Wise of Buzz Indexes on using sentiment analysis and AI to beat the S&P 500
Episode 9 Grant Hicks of Advisor Practice Management on Increasing Client Value
Episode 8 - Henry Yoshida of Rocket Dollar on the value of alternative investments in IRAs
Episode 7 - Jeremi Karnell on digital transformation and blockchain
Episode 6 - James Hughes of Live Oak Bank on acquisition financing for wealth management firms
Episode 5 - Jim DeCarlo of StratWealth on the importance of culture for wealth management firms
Episode 4 - Special Guest Shane Morrow of IronBridge Wealth Counsel
Episode 3 - What makes a wealth management firm valuable? Jeff Miller of Truelytics
Episode 2 - Practice Management with Carla McCabe of Truelytics
Episode 1 - The Truelytics Origin Story with Terry Mullen
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