EP 113 Thinking Like A Business Owner… Not An Advisor with Stacey Relton

As an advisor, you need to be thinking with the end in mind. How am I going to exit? Is there a succession plan? 

That’s because you have the opportunity to sell your business and make the profit you deserve. This means planning ahead and building meaningful relationships with investment bankers and others who value financial services, according to Stacey Relton. Stacey is a transformational leader with a proven record of driving enterprise value, successfully leading teams, and directing integration during and post M&A transactions — and you can learn a lot from her, especially when it comes to buying and selling your book of business in the financial space. Stacey came on my podcast to tell you more about how you can use mergers and acquisitions, not only as a way to make money once you’re ready to sell your business, but also as a way to understand how to attract a seemingly small client who will become a big client. 

Listen in to hear us talk about:

Why you don’t want to grow just to grow, but instead to maximize value

How forming relationships with smaller clients can bring you bigger clients

Changing your focus to stay in line with the market

Thinking like a business owner, not an advisor

What advertising through your LinkedIn connections can bring you 

Using the belief that good people attract good people to grow your business

Connect with Stacey Relton
LinkedIn: https://www.linkedin.com/in/staceyrelton/
Email: [email protected] 

Connect with Robyn Crane
Website: https://robyncrane.com/
Facebook: https://www.facebook.com/bizgrowth4women/
LinkedIn: https://www.linkedin.com/company/robyn-crane-inc./
YouTube: https://www.youtube.com/c/RobynCrane
Instagram: https://www.instagram.com/robyncrane/?hl=en
Learn more about your ad choices. Visit megaphone.fm/adchoices

As an advisor, you need to be thinking with the end in mind. How am I going to exit? Is there a succession plan? 

That’s because you have the opportunity to sell your business and make the profit you deserve. This means planning ahead and building meaningful relationships with investment bankers and others who value financial services, according to Stacey Relton. Stacey is a transformational leader with a proven record of driving enterprise value, successfully leading teams, and directing integration during and post M&A transactions — and you can learn a lot from her, especially when it comes to buying and selling your book of business in the financial space. Stacey came on my podcast to tell you more about how you can use mergers and acquisitions, not only as a way to make money once you’re ready to sell your business, but also as a way to understand how to attract a seemingly small client who will become a big client. 

Listen in to hear us talk about:

Why you don’t want to grow just to grow, but instead to maximize value
How forming relationships with smaller clients can bring you bigger clients
Changing your focus to stay in line with the market
Thinking like a business owner, not an advisor
What advertising through your LinkedIn connections can bring you 
Using the belief that good people attract good people to grow your business

Connect with Stacey Relton

LinkedIn: https://www.linkedin.com/in/staceyrelton/

Email: [email protected] 

Connect with Robyn Crane

Website: https://robyncrane.com/

Facebook: https://www.facebook.com/bizgrowth4women/

LinkedIn: https://www.linkedin.com/company/robyn-crane-inc./

YouTube: https://www.youtube.com/c/RobynCrane

Instagram: https://www.instagram.com/robyncrane/?hl=en

Learn more about your ad choices. Visit megaphone.fm/adchoices