January 24, 2025

What to Expect in Financial Advisor Transitions This Year (2025) – with Jeff Nash (069)

37 minutes

Jeff Nash and I catch up to discuss what's ahead this year along with recapping some trends from 2024.

• The Great Consolidation: The shifting independent Broker-Dealer and RIA landscape"

• "Wirehouse Contradiction?" Where and why are wirehouse leaders going?

• Valuation Realities: What's your business really worth?

I hope this conversation is helpful. If you're a high-performing advisor that could use the help of a non-biased transition consultant please reach out, I'd be happy to talk.

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By Corey Walen

99 ratings