Greatest Hits - Mastering the Art of M&A

Advisor Talk with Frank LaRosa

English - May 16, 2024 08:00 - 41 minutes - 28.3 MB - ★★★★★ - 158 ratings
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Previous Episode: Raymond James' Pathways for Advisor Growth

Next Episode: Streamlining Success: How Consultants Empower Financial Advisors

Today’s Greatest Hits show highlights include:

*A breakdown of the industry trends that led to the formation of Elite Advisor Successions.

*The process that Elite Advisor Successions engages in with buyers to be able to see what they truly want, as well as what is best for them.

*The qualifications consistent among “serial buyers”, and the preparation required to establish yourself as a legitimate buyer.

*Common pitfalls that buyers cause a deal to fall through for a buyer and seller.

*When engaging with sellers, why the emotional aspect of the transaction is crucial to address, and the potential impact overlooking this can have.

Whether you're currently in the market as a buyer or seller, this episode offers a comprehensive breakdown of crucial considerations. Join Frank, Brian, and Joe as they dive into the winding pathways of advisor successions and equip you with the knowledge needed to thrive.