Financial Advisor Success cover image

Ep 397: Powering Growth To $1.2B Of AUM With An Intentional Focus On (Local) Acquisitions Of Retiring Advisors With Jaime Benedetti

Financial Advisor Success

CHAPTER

Strategic Acquisitions for Growth

This chapter explores a growth strategy centered on acquiring retiring financial advisors to expand a client base. The speakers share personal insights and transformative experiences from multiple acquisitions, emphasizing the significance of systems and quality advice in navigating challenges. Additionally, it details the financial intricacies of valuation, retention strategies, and the impact of market conditions on acquisition decisions.

00:00
Transcript
Play full episode

Remember Everything You Learn from Podcasts

Save insights instantly, chat with episodes, and build lasting knowledge - all powered by AI.
App store bannerPlay store banner