The Advisor Financing Forum

Nick Asmus, CEO of Berger Financial Group joins Scott Wetzel and Mike Langford for a conversation about Berger's latest acquisition and what Nick and his team have learned since his first appearance the podcast back in 2021.

Jeff Benjamin, Wealth Management Editor and Journalist at etf.com joins Katie Bruner, President of SkyView Holdings and Mike Langford for an expansive conversation about the evolving landscape for M&A deals for RIAs and other financial advisory businesses.

Jeff recently interviewed Katie for an article titled "Financial Planners' M&A Drops as Rates, Uncertainty Jump" to get a sense of how the M&A market in 2023 was rounding out. And as you'll hear in this expanded conversation on the topic, the market continues to be dynamic and vibrant across a variety of segments.

Katie Bruner, President of SkyView Holdings joins Aaron Hasler and Mike Langford for a deep dive on the resiliency of the mergers and acquisitions market in the wealth management industry.

This episode builds on the recent article Aaron and Katie co-authored for WealthManagement.com by the same title. Katie, Aaron, and Mike explore the fundamentals for RIAs and independent financial advisory businesses who are looking to buy or sell a business in today's environment.

The trio also shine a light on some of the evolving needs of today's wealth management firms and why these needs are fostering a new type of acquisition behavior. One driven primarily by the need to acquire talent.

Performance Psychologist Jon Randall, from eXtraordinary Financial Advisors joins Aaron Hasler and Mike Langford to explore strategies that advisors can use to push through the natural plateaus and obstacles that often get in the way of growing your business organically or via acquisitions.

Trending Ideas And Current Events Affecting M&A Financing For Wealth Management

In this podcast version of the Borrower Briefing Webinar for March 2023, Aaron Hasler, a Managing Partner and CoFounder at SkyView and Rob Perry, SkyView’s Chief Financial Officer join Mike Langford for an exploration of "Borrower Best Practices".

Relationships matter just as much as the quantitative activities and metrics when it comes to successfully navigating the borrowing process.

Trending Ideas And Current Events Affecting M&A Financing For Wealth Management

In this podcast version of the Borrower Briefing Webinar for January 2023, credit and lending experts Chris Jewett and Nick Barker join Mike Langford to share their insights on the current state of lending in the wealth management industry. The briefing covers timely and pertinent topics financial advisors acquiring practices should know.

Buyers who prepare early and are educated about lending can win with deal structure over their competition.

Duncan MacPherson, CEO of Pareto Systems and author of "The Blue Square Method" joins Aaron Hasler and Mike Langford to go deep on what financial advisors can do to ensure the get the most out of a business that they acquire.

Be sure to check out Katie Bruner's appearance on Episode 27 of the "Always On with Duncan MacPherson Podcast"

Bonus: As Duncan mentioned during the show, you can get free access to The Practice Management Index as a listener to our show.

Nick Barker, Chief Banking Officer of SkyView Partners joins Aaron Hasler and Mike Langford for a detailed discussion on how independent financial advisors and RIAs should approach M&A deals during a rising rate environment.

This episode was recorded shortly after the Fed raised rates by 75bps with an anticipation of additional rate increase to follow in coming months.

Aaron Hasler, Managing Partner at SkyView Partners explains why we are seeing a huge boom in the number of mergers and acquisitions for RIAs and independent financial advisory firms.

Tony Stich, COO of NaviPlan by InvestCloud sat down with Aaron Hasler and Mike Langford to explore how RIAs and independent financial advisors can dramatically increase the value of their business by adding financial planning services. The value increase is magnified in M&A situations where the RIA or advisor has acquired another business that had yet to offer financial planning services to clients.

As Tony Stich explains, financial planning is one of the last bastions of revenue security for financial advisors. It also allows advisors to discover new assets and new opportunities to serve their clients.