The Diamond Podcast for Financial Advisors What Advisors Should Focus on to Maximize the Value of Their Practice: An Investment Banker’s Guidance
Mar 14, 2024
Dan Seivert from ECHELON Partners discusses maximizing value for financial advisors, focusing on key drivers for business valuation and sustainable growth. Topics include M&A trends, private equity influence, building strong partnerships, and transitioning to RIA practices.
Chapters
Transcript
Episode notes
1 2 3 4 5 6
Introduction
00:00 • 3min
Insights on Maximizing Value in Financial Advisory Practice
03:20 • 3min
Evolution of a Specialist Investment Bank
06:03 • 24min
Private Equity Firms in Wealth Management
30:08 • 5min
Emphasizing People and Partnerships in Business and Insights on M&A Trends
35:38 • 5min
Maximizing the Value of RIA Practices and Key Differentiators for Success
40:45 • 6min