
Sign up to save your podcasts
Or


Today’s Greatest Hits show highlights include:
*A breakdown of the industry trends that led to the formation of Elite Advisor Successions.
*The process that Elite Advisor Successions engages in with buyers to be able to see what they truly want, as well as what is best for them.
*The qualifications consistent among “serial buyers”, and the preparation required to establish yourself as a legitimate buyer.
*Common pitfalls that buyers cause a deal to fall through for a buyer and seller.
*When engaging with sellers, why the emotional aspect of the transaction is crucial to address, and the potential impact overlooking this can have.
Whether you're currently in the market as a buyer or seller, this episode offers a comprehensive breakdown of crucial considerations. Join Frank, Brian, and Joe as they dive into the winding pathways of advisor successions and equip you with the knowledge needed to thrive.
By Elite Consulting Partners4.8
8989 ratings
Today’s Greatest Hits show highlights include:
*A breakdown of the industry trends that led to the formation of Elite Advisor Successions.
*The process that Elite Advisor Successions engages in with buyers to be able to see what they truly want, as well as what is best for them.
*The qualifications consistent among “serial buyers”, and the preparation required to establish yourself as a legitimate buyer.
*Common pitfalls that buyers cause a deal to fall through for a buyer and seller.
*When engaging with sellers, why the emotional aspect of the transaction is crucial to address, and the potential impact overlooking this can have.
Whether you're currently in the market as a buyer or seller, this episode offers a comprehensive breakdown of crucial considerations. Join Frank, Brian, and Joe as they dive into the winding pathways of advisor successions and equip you with the knowledge needed to thrive.

2,171 Listeners

586 Listeners

4,456 Listeners

2,029 Listeners

99 Listeners

1,041 Listeners

463 Listeners

2,112 Listeners

246 Listeners

8 Listeners

5,563 Listeners

9,968 Listeners

115 Listeners

472 Listeners

9 Listeners