2005, Strategic Planning and Valuation - Financial Advisor Source

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2005

Strategic Planning

Valuation

John Furey On How Multi-Billion-Dollar RIAs and Private Equity Are Reshaping the RIA Landscape

Steve Sanduski

AUGUST 22, 2023

Carving out a place for your firm is going to require a new level of clarity around both strategic planning and how you communicate what makes you unique to your team, clients, and prospects. Why there is a disconnect between the valuation level of private advisory firms and publicly traded firms.

Strategic Planning

Strategic Planning Valuation Communication Investment Advisor

Transcript: William Cohan

The Big Picture

FEBRUARY 7, 2023

You know, they hired this guy, Mike Carpenter, you know, from McKinsey to be the M&A guy and you know, just create a strategic planning department just to do deals. Jamie has been there since, whatever, 2005. And so Goldman’s valuation is around, you know, 110, $120 billion; and Morgan Stanley’s is around 170.

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John Furey On How Multi-Billion-Dollar RIAs and Private Equity Are Reshaping the RIA Landscape

Transcript: William Cohan

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