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Modern Financial Advisor

Modern Financial Advisor

Business

Why some RIA Firm Purchases Fail and Others Flourish

Why some RIA Firm Purchases Fail and Others Flourish

2021-05-27
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Brian Nuttall, Joe DeMarco, and Rick Wilkens of Elevate CPA Group return to the show to join Mike Langford for an exploration of what an RIA or independent financial advisor can do to ensure they succeed when buying another RIA firm or book of business.

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More Episodes

Episode 19 - How to Attract Millennial Advisors to Your Wealth Management Firm
2019-08-15
Episode 18 - Why Details Matter for your Wealth Management or Insurance Business
2019-08-01
Episode 17 - Valuation: Getting Beyond a Reasonable Doubt
2019-07-23
Episode 16 - Considering the Strategic Value in a Wealth Management Business Acquisition
2019-07-14
Episode 15 - Kirsten Petras on the acquisition activity increase in wealth management
2019-06-10
Episode 14 - Kelli Cruz on the importance of talent wealth for successful business transitions
2019-05-28
Episode 13 - Victor Gaxiola of Tech Girl Financial on using social media to increase your valuation
2019-04-04
Episode 12 - Brian Margolis of Productivity Giant on Growing Your Business by Simplifying It
2019-03-14
Episode 11 - Ivan Barretto of RIA Compliance Concepts on using compliance for a strategic edge
2019-02-20
Episode 10 - Jamie Wise of Buzz Indexes on using sentiment analysis and AI to beat the S&P 500
2019-01-30
Episode 9 Grant Hicks of Advisor Practice Management on Increasing Client Value
2019-01-18
Episode 8 - Henry Yoshida of Rocket Dollar on the value of alternative investments in IRAs
2019-01-03
Episode 7 - Jeremi Karnell on digital transformation and blockchain
2018-12-10
Episode 6 - James Hughes of Live Oak Bank on acquisition financing for wealth management firms
2018-11-14
Episode 5 - Jim DeCarlo of StratWealth on the importance of culture for wealth management firms
2018-11-06
Episode 4 - Special Guest Shane Morrow of IronBridge Wealth Counsel
2018-10-26
Episode 3 - What makes a wealth management firm valuable? Jeff Miller of Truelytics
2018-10-10
Episode 2 - Practice Management with Carla McCabe of Truelytics
2018-09-24
Episode 1 - The Truelytics Origin Story with Terry Mullen
2018-09-16
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