At a moment when consolidation and private equity money are flowing, it’s rare to find a firm like Keel Point that has consciously decided not to participate and focus on building a legacy firm with the next generation of advisors.

In this episode, we spoke with Mike Perry and Steven Skancke, President and Chief Economic Officer at Keel Point, respectively. They discussed how they’ve elected not to grow through PE money or acquisition and the crucial ingredients for setting their advisors up for success, such as focusing on succession planning and practicing high emotional intelligence.

https://www.keelpoint.com/

https://www.linkedin.com/company/keelpoint/

https://twitter.com/stevenskancke

https://www.linkedin.com/in/steven-skancke-4659544/

https://www.linkedin.com/in/mike-perry-72b9b18/