<p>With all the news and headlines surrounding the RIA acquisition market, I wanted to cover a 2022 update, so in this episode, we welcome Nathan Kubik, CEO of Transform Wealth, a $1.8B RIA headquartered in Denver. Transform has been very focused on both organic growth and acquisition growth, and the perspective Nathan has is invaluable. We dive into what makes a sound acquisition opportunity, how not to disrupt culture, and what smaller advisors can do to grow into a merger opportunity.</p> <p>More on Transform: https://transformwealth.com/</p>

With all the news and headlines surrounding the RIA acquisition market, I wanted to cover a 2022 update, so in this episode, we welcome Nathan Kubik, CEO of Transform Wealth, a $1.8B RIA headquartered in Denver. Transform has been very focused on both organic growth and acquisition growth, and the perspective Nathan has is invaluable. We dive into what makes a sound acquisition opportunity, how not to disrupt culture, and what smaller advisors can do to grow into a merger opportunity. More on Transform: https://transformwealth.com/

Episode 88: RIA M&A 2022 Market Update: Past, Present, and Future

The Financial Advisor landscape is changing in a big way and Advisors need to find new ways to gain and retain clients. Hosted by Derek Schwartz of CION Investments, the Advisor Lab is meant to help Financial Advisors gain insight and inspiration from successful thought leaders across fields and industries. We're helping Advisors get out of their own head by providing strategic & tactical advice from others who've built successful businesses through innovative marketing and communications. New episode dropping every two weeks. Look for us on iTunes, Spotify, or wherever you get your podcasts.

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The Financial Advisor landscape is changing in a big way and Advisors need to find new ways to gain and retain clients. Hosted by Derek Schwartz of CION Investments, the Advisor Lab is meant to help Financial Advisors gain insight and inspiration from successful thought leaders across fields and industries. We're helping Advisors get out of their own head by providing strategic &amp; tactical advice from others who've built successful businesses through innovative marketing and communications. New episode dropping every two weeks. Look for us on iTunes, Spotify, or wherever you get your podcasts.

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Episode 88: RIA M&A 2022 Market Update: Past, Present, and Future

Episode 88: RIA M&A 2022 Market Update: Past, Present, and Future

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