Remove Business Planning Remove Financial Advisor Remove Valuation
article thumbnail

#FASuccess Ep 424: Executing A Successful Internal Succession Plan In The Private Equity Era Of Advisor M&A, With David Grau Jr.

Nerd's Eye View

Welcome to the 424th episode of the Financial Advisor Success Podcast ! David is the President of Succession Resource Group, an advisory consulting and valuation business based in Portland, Oregon that serves independent financial advisors with RIAs and broker-dealers. Welcome everyone! Read More.

Planning 162
article thumbnail

The Power of the Midyear Gut Check

Wealth Management

However, the most fulfilled advisors we work with are those who regularly reconnect with their “why.” Related: The Diamond Podcast for Financial Advisors: What It Takes to Become a Multi-Million-Dollar Producer • Have I defined what success looks like, and am I moving toward it?

Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

#FASuccess Ep 422: Developing Your Leadership Skillset On The Path From Intern To President Of A $13B AUM Enterprise, With Kay Lynn Mayhue

Nerd's Eye View

Welcome to the 422nd episode of the Financial Advisor Success Podcast ! Kay Lynn is the President of Merit Financial Advisors, a hybrid advisory firm based in Alpharetta, Georgia, that oversees approximately $13 billion in assets under management for 26,000 client households. Welcome everyone! Read More.

article thumbnail

#FA Success Ep 333: Scaling A Small-Business-Owner Boutique To A $31M Retainer-Based Valuation, With Jim Dew

Nerd's Eye View

Welcome back to the 333rd episode of the Financial Advisor Success Podcast ! Jim is the Co-Founder and CEO of Dew Wealth Management, an independent RIA based in Scottsdale, AZ, that provides virtual-family-office-style financial planning on a monthly retainer basis for 150 small-business owner entrepreneurs.

Valuation 246
article thumbnail

The Latest In Financial #AdvisorTech (November 2023)

Nerd's Eye View

Welcome to the November 2023 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors!

article thumbnail

#FASuccess Ep 393: Taking The Risk Of A Multi-Million-Dollar Succession Loan To Make The Business What You Want It To Be, With Alex Lewis

Nerd's Eye View

Welcome to the 393rd episode of the Financial Advisor Success Podcast ! Alex is the owner of Blackbridge Financial, a hybrid advisory firm based in Irmo, South Carolina, that oversees approximately $330 million in assets under management for 415 client households. Welcome everyone! My guest on today's podcast is Alex Lewis.

article thumbnail

#FA Success Ep 339: Resetting The Business For Its Next Stage Of Growth After Hitting The 10-Year Capacity Wall, With Eric Roberge

Nerd's Eye View

Welcome back to the 339th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Eric Roberge. Eric is the Founder and CEO of Beyond Your Hammock, an independent RIA based in Boston, Massachusetts, that oversees $47 million in assets under management for more than 80 client households. Read More.