In our thirteenth episode we sit down with guest Alex Chalekian to discuss: <ul><li>Alex and Lake Avenue Financial’s big announcement with Integrated Partners.</li><li>Alex’s experience gained through previous advisor acquisitions.</li><li>What opportunities and challenges can be hidden in the acquisition process.</li><li>Acquisition resources for Advisors.</li></ul><hr> Hosted on Acast. See <a style='color:grey;' target='_blank' rel='noopener noreferrer' href='https://acast.com/privacy'>acast.com/privacy</a> for more information.

In our thirteenth episode we sit down with guest Alex Chalekian to discuss: Alex and Lake Avenue Financial’s big announcement with Integrated Partners.Alex’s experience gained through previous advisor acquisitions.What opportunities and challenges can be hidden in the acquisition process.Acquisition resources for Advisors. Hosted on Acast. See acast.com/privacy for more information.

In our thirteenth episode we sit down with guest Alex Chalekian to discuss: <ul><li>Alex and Lake Avenue Financial’s big announcement with Integrated Partners.</li><li>Alex’s experience gained through previous advisor acquisitions.</li><li>What opportunities and challenges can be hidden in the acquisition process.</li><li>Acquisition resources for Advisors.</li></ul> Hosted on Acast. See <a href="https://acast.com/privacy" rel="noopener noreferrer">acast.com/privacy</a> for more information.

Acquisition Opportunities (and Challenges) Ep 13

Potomac Studios'&nbsp;Conquer Risk Podcast takes an intelligent and irreverent approach to conquer the many challenges advisors face. Join us for our honest, uncensored takes on market trends, operations, marketing, and the business of running an RIA firm. Enjoy the show? Please rate and review.&nbsp; Here are a couple of our favorites: "Great insight and fun format! Keep up the great work, looking forward to the next episode!" – LinkedIn Comment&nbsp;"What a bunch of unprofessional nonsense." – X Comment Check out our YouTube channel:&nbsp;<a href="https://www.youtube.com/@potomacstudios" rel="noopener noreferrer" target="_blank">https://www.youtube.com/@potomacstudios </a> Learn more about Potomac:&nbsp;<a href="https://potomac.com/" rel="noopener noreferrer" target="_blank">https://potomac.com/</a>&nbsp; Read our blog:&nbsp;<a href="https://potomac.com/blog" rel="noopener noreferrer" target="_blank">https://potomac.com/blog</a>&nbsp; Disclosure:&nbsp;<a href="https://potomac.com/disclosures/" rel="noopener noreferrer" target="_blank">https://potomac.com/disclosures/</a><hr> Hosted on Acast. See <a style='color:grey;' target='_blank' rel='noopener noreferrer' href='https://acast.com/privacy'>acast.com/privacy</a> for more information.

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Potomac Studios' Conquer Risk Podcast takes an intelligent and irreverent approach to conquer the many challenges advisors face. Join us for our honest, uncensored takes on market trends, operations, marketing, and the business of running an RIA firm. Enjoy the show? Please rate and review.  Here are a couple of our favorites: "Great insight and fun format! Keep up the great work, looking forward to the next episode!" – LinkedIn Comment  "What a bunch of unprofessional nonsense." – X Comment Check out our YouTube channel: https://www.youtube.com/@potomacstudios Learn more about Potomac: https://potomac.com/  Read our blog: https://potomac.com/blog  Disclosure: https://potomac.com/disclosures/ Hosted on Acast. See acast.com/privacy for more information.

Potomac Studios'&nbsp;Conquer Risk Podcast takes an intelligent and irreverent approach to conquer the many challenges advisors face. Join us for our honest, uncensored takes on market trends, operations, marketing, and the business of running an RIA firm. Enjoy the show? Please rate and review.&nbsp; Here are a couple of our favorites: "Great insight and fun format! Keep up the great work, looking forward to the next episode!" – LinkedIn Comment&nbsp;"What a bunch of unprofessional nonsense." – X Comment Check out our YouTube channel:&nbsp;<a href="https://www.youtube.com/@potomacstudios" rel="noopener noreferrer">https://www.youtube.com/@potomacstudios </a> Learn more about Potomac:&nbsp;<a href="https://potomac.com/" rel="noopener noreferrer">https://potomac.com/</a>&nbsp; Read our blog:&nbsp;<a href="https://potomac.com/blog" rel="noopener noreferrer">https://potomac.com/blog</a>&nbsp; Disclosure:&nbsp;<a href="https://potomac.com/disclosures/" rel="noopener noreferrer">https://potomac.com/disclosures/</a> Hosted on Acast. See <a href="https://acast.com/privacy" rel="noopener noreferrer">acast.com/privacy</a> for more information.

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Acquisition Opportunities (and Challenges) Ep 13

Acquisition Opportunities (and Challenges) Ep 13

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