The Diamond Podcast for Financial Advisors cover image

What Advisors Should Focus on to Maximize the Value of Their Practice: An Investment Banker’s Guidance

The Diamond Podcast for Financial Advisors

00:00

Insights on Maximizing Value in Financial Advisory Practice

Dan, a leading figure in M&A and enterprise value, shares crucial insights from Ashland's 2023 deal report. The chapter highlights the significance of grasping valuation and M&A trends, explores private equity's influence on advisors, and provides strategies for enhancing business value for both independent and non-independent practitioners.

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app