Borrower Briefing - March 2023

How The CEO Of A $2 Billion RIA Approaches Buying Other Firms

Nick Asmus [https://www.linkedin.com/in/nickasmus/], CEO of Berger Financial Group [https://www.bergerfinancialgroup.com/] joins Scott Wetzel [https://www.linkedin.com/in/scott-wetzel/] and Mike Langford [https://www.linkedin.com/in/mikelangford2/] for a conversation about Berger's latest acquisition and what Nick and his team have learned since his first appearance the podcast [https://www.skyview.com/articles/how-to-find-an-ria-to-buy-and-successfully-close-the-deal.html] back in 2021.

The Evolving M&A Landscape For Financial Advisory Firms

Jeff Benjamin [https://www.linkedin.com/in/jeff-benjamin-9427728/], Wealth Management Editor and Journalist at etf.com joins Katie Bruner [https://www.linkedin.com/in/katie-bruner-skyviewpartners/], President of SkyView Holdings and Mike Langford [https://www.linkedin.com/in/mikelangford2/] for an expansive conversation about the evolving landscape for M&A deals for RIAs and other financial advisory businesses. Jeff recently interviewed Katie for an article titled "Financial Planners' M&A Drops as Rates, Uncertainty Jump [https://www.etf.com/sections/news/financial-planners-ma-drops-rates-uncertainty-jump]" to get a sense of how the M&A market in 2023 was rounding out. And as you'll hear in this expanded conversation on the topic, the market continues to be dynamic and vibrant across a variety of segments.

Why M&A in the Wealth Management Industry Has Remained Resilient

Katie Bruner [https://www.linkedin.com/in/katie-bruner-3567a99/], President of SkyView Holdings joins Aaron Hasler [https://www.linkedin.com/in/aaronhasler/] and Mike Langford [https://www.linkedin.com/in/mikelangford2/] for a deep dive on the resiliency of the mergers and acquisitions market in the wealth management industry. This episode builds on the recent article Aaron and Katie co-authored for WealthManagement.com [https://www.skyview.com/articles/2023-wealth-management-outlook-state-of-rates.html?utm_source=linkedin.com&utm_medium=social&utm_campaign=midyear_outlook_article] by the same title. Katie, Aaron, and Mike explore the fundamentals for RIAs and independent financial advisory businesses who are looking to buy or sell a business in today's environment. The trio also shine a light on some of the evolving needs of today's wealth management firms and why these needs are fostering a new type of acquisition behavior. One driven primarily by the need to acquire talent.

How Financial Advisors Can Grow Beyond A Business Plateau

Performance Psychologist Jon Randall [https://www.linkedin.com/in/jonrandallcmc/], from eXtraordinary Financial Advisors [https://www.xfa.coach/] joins Aaron Hasler [https://www.linkedin.com/in/aaronhasler/] and Mike Langford [https://www.linkedin.com/in/mikelangford2/] to explore strategies that advisors can use to push through the natural plateaus and obstacles that often get in the way of growing your business organically or via acquisitions.

Borrower Briefing - March 2023

Trending Ideas And Current Events Affecting M&A Financing For Wealth Management In this podcast version of the Borrower Briefing Webinar for March 2023, Aaron Hasler [https://www.linkedin.com/in/aaronhasler/], a Managing Partner and CoFounder at SkyView and Rob Perry [https://www.linkedin.com/in/rob-perry-3b987b43/], SkyView’s Chief Financial Officer join Mike Langford [https://www.linkedin.com/in/mikelangford2/] for an exploration of "Borrower Best Practices". Relationships matter just as much as the quantitative activities and metrics when it comes to successfully navigating the borrowing process.