Thousands of deals launch every year. Most never close.Closers is a new podcast from Finalis featuring the boutique bankers and dealmakers who consistently get transactions across the finish line. Hosted by Amy Pisano (CRO, Finalis) and Abby Roberts (VP of Marketing & Insights, Finalis), each episode unpacks who they are, how they do it, and what others miss. Because closing deals isn't luck. It's a craft.New episodes every two weeks.

Thousands of deals launch every year. Most never close. Closers is a new podcast from Finalis featuring the boutique bankers and dealmakers who consistently get transactions across the finish line. Hosted by Amy Pisano (CRO, Finalis) and Abby Roberts (VP of Marketing & Insights, Finalis), each episode unpacks who they are, how they do it, and what others miss. Because closing deals isn't luck. It's a craft. New episodes every two weeks.

Thousands of deals launch every year. Most never close.Closers is a new podcast from Finalis featuring the boutique bankers and dealmakers who consistently get transactions across the finish line. Hosted by Amy Pisano (CRO, Finalis) and Abby Roberts (VP of Marketing &amp; Insights, Finalis), each episode unpacks who they are, how they do it, and what others miss. Because closing deals isn't luck. It's a craft.New episodes every two weeks.

Trailer: Welcome to Closers

Closers is a recurring interview series focused on what it really takes to close deals featuring independent investment advisors on the Finalis platform, top partners, and rotating members of the executive team.  Each episode explores:<ul><li>Why and how advisors launched their independent firms</li><li>Early challenges and lessons learned</li><li>What their first deal close felt like</li><li>Common obstacles they consistently navigate to close</li><li>The habits and frameworks behind repeatable execution</li><li>The strategic role of registered broker-dealer affiliation — and how compliance, security, and infrastructure are positioned as client advantages</li></ul>

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Closers is a recurring interview series focused on what it really takes to close deals featuring independent investment advisors on the Finalis platform, top partners, and rotating members of the executive team. Each episode explores:Why and how advisors launched their independent firmsEarly challenges and lessons learnedWhat their first deal close felt likeCommon obstacles they consistently navigate to closeThe habits and frameworks behind repeatable executionThe strategic role of registered broker-dealer affiliation — and how compliance, security, and infrastructure are positioned as client advantages

Closers is a recurring interview series focused on what it really takes to close deals featuring independent investment advisors on the Finalis platform, top partners, and rotating members of the executive team.&nbsp; Each episode explores:<ul><li>Why and how advisors launched their independent firms</li><li>Early challenges and lessons learned</li><li>What their first deal close felt like</li><li>Common obstacles they consistently navigate to close</li><li>The habits and frameworks behind repeatable execution</li><li>The strategic role of registered broker-dealer affiliation — and how compliance, security, and infrastructure are positioned as client advantages</li></ul>

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Trailer: Welcome to Closers

Trailer: Welcome to Closers