Advisors who are great at organic growth recognize that when it comes to building your client referral rate, you can travel fast—by asking for referrals—or you can travel far by focusing on client experience and advisor training.
Harris Baltch, Dynasty Head of M&A and Capital Strategies, is joined by Marty Bicknell, CEO of Mariner Wealth Advisors, to discuss how to negotiate and close RIA M&A successfully. Join the two as they delve into how to close deals in a virtual...
Equalis Financial's Leighann Miko describes how she was able to achieve financial security for the first time by focusing on serving a niche community that she belongs to herself.
In a vastly expanded industry landscape with more high-quality options than ever before, some advisors settle for 'good enough' when the potential for 'great' is often within reach. What’s holding them back?
