The Advisor Financing Forum

Business Financing 101 for Independent Financial Advisors and RIAs


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Scott Wetzel, CEO of SkyView Partners continues his conversation with Mike Langford. In this episode Scott explains the importance of access to traditional commercial loans for today's independent financial advisors and RIA firms. These loans allow advisors greater flexibility and buying power for M&A transactions and they open up a whole range of new options for growing and transitioning a business that were previous enjoyed by very few advisors.

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The Advisor Financing ForumBy SkyView Partners