Dan Seivert
CEO and Managing Partner of ECHELON Partners, a leading investment bank and consulting firm to the wealth and investment management industries.
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Mar 14, 2024 • 47min
What Advisors Should Focus on to Maximize the Value of Their Practice: An Investment Banker’s Guidance
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.
