Top Advisor Marketing Podcast

Episode 295 – How To Use M&A as a Catalyst To Grow Your Advisory Practice –– With Allen Darby


Listen Later

Are you hesitant to enter the merger and acquisition (M&A) space because you don’t want to sell your business and stop working? Or, maybe you’re worried about losing complete autonomy.
Good news: You don’t have to give up any of that.
In this episode, Matt talks to Allen Darby, CEO of Alaris Acquisitions. They navigate the complex M&A landscape and discuss how you can accelerate your business growth by integrating your practice with larger firms –– and still maintain some autonomy. They go on to discuss strategies to help you ensure that you partner with a business that best suits your needs.
You will learn:
The latest trends in the current M&A market and how to take advantage of them
The difference between full and partial acquisition models
Best practices for maximizing the value of your business
Why M&A is more about talent acquisition than simply being an asset purchase
How to use the synergies from a merger to centralize compliance, marketing, and HR
And more!
Tune in now to learn how you can use M&A as a catalyst to grow your practice!
Resources: ProudMouth | Matt Halloran on LinkedIn | Influence Accelerator Academy | Alaris Acquisitions | Allen Darby on LinkedIn | Email Allen at: [email protected]
...more
View all episodesView all episodes
Download on the App Store

Top Advisor Marketing PodcastBy Matt Halloran, CRO at ProudMouth

  • 4.6
  • 4.6
  • 4.6
  • 4.6
  • 4.6

4.6

37 ratings


More shows like Top Advisor Marketing Podcast

View all
BiggerPockets Real Estate Podcast by BiggerPockets

BiggerPockets Real Estate Podcast

16,820 Listeners

Between Now and Success by Steve Sanduski

Between Now and Success

106 Listeners

Tax Smart Real Estate Investors Podcast by Hall CPA

Tax Smart Real Estate Investors Podcast

419 Listeners

The Martell Method w/ Dan Martell by Dan Martell

The Martell Method w/ Dan Martell

334 Listeners

Financial Advisor Success by Michael Kitces

Financial Advisor Success

705 Listeners

The Game with Alex Hormozi by Alex Hormozi

The Game with Alex Hormozi

4,305 Listeners

The Perfect RIA by Matthew Jarvis, CFP® & Micah Shilanski, CFP®

The Perfect RIA

458 Listeners

Small Business Tax Savings Podcast by Mike Jesowshek, CPA

Small Business Tax Savings Podcast

246 Listeners

Financial Advisor Marketing Podcast by James Pollard

Financial Advisor Marketing Podcast

91 Listeners

The Compound and Friends by The Compound

The Compound and Friends

2,044 Listeners

Kitces and Carl - Real Talk for Real Financial Advisors by Michael Kitces, MSFS, MTAX, CFP and Carl Richards, CFP

Kitces and Carl - Real Talk for Real Financial Advisors

225 Listeners

All-In with Chamath, Jason, Sacks & Friedberg by All-In Podcast, LLC

All-In with Chamath, Jason, Sacks & Friedberg

8,717 Listeners

Barron's Advisor by Barron's Advisor

Barron's Advisor

105 Listeners

Facts vs Feelings with Ryan Detrick & Sonu Varghese by Carson Investment Research

Facts vs Feelings with Ryan Detrick & Sonu Varghese

41 Listeners

50 Fires: Money and Meaning with Carl Richards by Blind Nil Audio

50 Fires: Money and Meaning with Carl Richards

190 Listeners