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The #1 Mistake Advisors Make When They Cash Out | John Phoenix
Welcome to Talking Wealth, where we cover the biggest trends in the wealth management industry. Today we’re diving into one of the biggest decisions a financial advisor will ever face: Should you sell your business — and if so, how do you do it right? John Phoenix, founder and partner at Wealth advisor Growth Network, and longtime advisor advocate, joins us to unpack the real trade-offs behind M&A deals, the rise of private equity in wealth management, and the costly mistakes advisors often don’t see until it’s too late. Whether you’re thinking about a sale in the near future or just want to build enterprise value the smart way, this conversation is a must-listen.
This episode is sponsored by Betterment Advisor Solutions. Grow your RIA, your way by visiting: https://Betterment.com/advisors
For more from The Unlock, sign up at: https://www.advisorunlock.com/
Participants include employees of Ritholtz Wealth Management. All opinions expressed by them are solely their own opinions and do not reflect the opinion of Ritholtz Wealth Management. This program is for informational purposes only and is not intended to provide specific advice or recommendations for any individual or on any specific security or product. Any opinions expressed herein do not constitute or imply endorsement, sponsorship, or recommendation by Ritholtz Wealth Management or its employees. Ritholtz Wealth Management and its affiliates may invest in the technology company discussed.
The Compound Media, an affiliate of Ritholtz Wealth Management, received compensation from the sponsor of this advertisement. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information.
#finance #financialplanning #financialeducation #financialadvisor
Learn more about your ad choices. Visit megaphone.fm/adchoices
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By The CompoundWelcome to Talking Wealth, where we cover the biggest trends in the wealth management industry. Today we’re diving into one of the biggest decisions a financial advisor will ever face: Should you sell your business — and if so, how do you do it right? John Phoenix, founder and partner at Wealth advisor Growth Network, and longtime advisor advocate, joins us to unpack the real trade-offs behind M&A deals, the rise of private equity in wealth management, and the costly mistakes advisors often don’t see until it’s too late. Whether you’re thinking about a sale in the near future or just want to build enterprise value the smart way, this conversation is a must-listen.
This episode is sponsored by Betterment Advisor Solutions. Grow your RIA, your way by visiting: https://Betterment.com/advisors
For more from The Unlock, sign up at: https://www.advisorunlock.com/
Participants include employees of Ritholtz Wealth Management. All opinions expressed by them are solely their own opinions and do not reflect the opinion of Ritholtz Wealth Management. This program is for informational purposes only and is not intended to provide specific advice or recommendations for any individual or on any specific security or product. Any opinions expressed herein do not constitute or imply endorsement, sponsorship, or recommendation by Ritholtz Wealth Management or its employees. Ritholtz Wealth Management and its affiliates may invest in the technology company discussed.
The Compound Media, an affiliate of Ritholtz Wealth Management, received compensation from the sponsor of this advertisement. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information.
#finance #financialplanning #financialeducation #financialadvisor
Learn more about your ad choices. Visit megaphone.fm/adchoices