Quantum Growth for Financial Advisors

Mergers and Acquisitions in Wealth Management: 2024 Trends and Strategic Insights with Joseph Greco


Listen Later

In this episode of Quantum Growth for Financial Advisors, Jon Kuttin welcomes Joseph Greco, Managing Director of Elite Advisor Successions, to explore the record-breaking M&A activity reshaping the wealth management industry in 2024. Joseph shares his journey in wealth management M&A and discusses how Elite facilitates transactions across the independent broker-dealer and RIA space. The conversation

The post Mergers and Acquisitions in Wealth Management: 2024 Trends and Strategic Insights with Joseph Greco appeared first on Kuttin Consulting Group.

...more
View all episodesView all episodes
Download on the App Store

Quantum Growth for Financial AdvisorsBy Jonathan Kuttin

  • 4.9
  • 4.9
  • 4.9
  • 4.9
  • 4.9

4.9

40 ratings


More shows like Quantum Growth for Financial Advisors

View all
Notes on the Week Ahead by Dr. David Kelly

Notes on the Week Ahead

189 Listeners

a16z Podcast by Andreessen Horowitz

a16z Podcast

1,032 Listeners

THE ED MYLETT SHOW by Ed Mylett | Cumulus Podcast Network

THE ED MYLETT SHOW

14,052 Listeners

The Double Win by Michael Hyatt & Megan Hyatt-Miller

The Double Win

1,430 Listeners

Animal Spirits Podcast by The Compound

Animal Spirits Podcast

1,992 Listeners

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

The Perfect RIA

454 Listeners

The Compound and Friends by The Compound

The Compound and Friends

2,047 Listeners

Advisor Talk with Frank LaRosa by Elite Consulting Partners

Advisor Talk with Frank LaRosa

92 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

238 Listeners

Excess Returns by Excess Returns

Excess Returns

66 Listeners

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

All-In with Chamath, Jason, Sacks & Friedberg

9,095 Listeners

Barron's Advisor by Barron's Advisor

Barron's Advisor

108 Listeners

The Efficient Advisor: Tactical Business Advice for Financial Planners by Libby Greiwe

The Efficient Advisor: Tactical Business Advice for Financial Planners

118 Listeners

Moonshots with Peter Diamandis by PHD Ventures

Moonshots with Peter Diamandis

475 Listeners

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

Facts vs Feelings with Ryan Detrick & Sonu Varghese

42 Listeners