The Monetized Advisor

Why Overrides May Override Your Ability to Sell

40 min · I går
episode Why Overrides May Override Your Ability to Sell cover

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Alle episoder

7 Episoder

episode Your 5 Year Countdown: Preparing for a Premium Exit cover

Your 5 Year Countdown: Preparing for a Premium Exit

In this episode, industry thought leader Duncan MacPherson joins host Peter Velardi to discuss macro and micro trends impacting financial advisors, including AI, industry consolidation, and strategies for building enterprise value and preparing for a premium exit. 02:12 Understanding Macro Trends in Advisory M&A 14:44 Navigating Industry Trends and Opportunities 20:08 Preparing for a Premium Exit 26:54 Mindset Shifts for Advisors Pareto Systems - https://paretosystems.com [https://paretosystems.com] Always On Podcast - https://open.spotify.com/show/6VVTkBCzNNDUjImrVlrPrv [https://open.spotify.com/show/6VVTkBCzNNDUjImrVlrPrv] LinkedIn - Duncan McPherson - https://www.linkedin.com/in/duncanmacpherson/ [https://www.linkedin.com/in/duncanmacpherson/] JPTD Partners - https://jptdpartners.com [https://jptdpartners.com]

4. mai 202640 min
episode Minority, Majority, or Sell the Whole Thing? What’s the Best Path for Your Practice cover

Minority, Majority, or Sell the Whole Thing? What’s the Best Path for Your Practice

News You Can Use 3:11 - https://www.advisorhub.com/resources/the-power-of-connection-why-partnered-independence-is-the-future-of-wealth-management/ [https://www.advisorhub.com/resources/the-power-of-connection-why-partnered-independence-is-the-future-of-wealth-management/] 14:46 - https://citywire.com/ria/news/opinion-soaring-equities-and-record-m-and-a-are-a-dangerous-combo-for-today-s-rias/a2481847 [https://citywire.com/ria/news/opinion-soaring-equities-and-record-m-and-a-are-a-dangerous-combo-for-today-s-rias/a2481847] Minority, Majority, or Sell the Whole Thing? What’s the Best Path for Your Practice (21:59) Advisor Red Flag (33:11) Deal Me The Cards (36:51) Rapid Fire Takeaways (43:45)

2. feb. 202647 min