TRAP: The Real Adviser Podcast cover image

72 - M&A Musings with special guest Rob Stevenson.

TRAP: The Real Adviser Podcast

00:00

Market Growth and Strategic Networking

This chapter explores the remarkable growth in the US market and the potential for new recruitment opportunities in advisory services. It also introduces financial planning startup Y-Tree and discusses a pivotal book by Nick Murray aimed at helping advisors navigate market volatility and manage client expectations.

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