<a href="https://elevatecpagroup.com/about/elevate-team/brian-nuttall/" target="_blank">Brian Nuttall</a>, <a href="https://elevatecpagroup.com/about/joseph-demarco/" target="_blank">Joe DeMarco</a>, and <a href="https://elevatecpagroup.com/about/elevate-team/rick-wilkens-cpa-cva/" target="_blank">Rick Wilkens</a> of <a href="https://elevatecpagroup.com/" target="_blank">Elevate CPA Group</a> return to the show to join <a href="https://www.linkedin.com/in/mikelangford2/" target="_blank">Mike Langford</a> for an exploration of what an RIA or independent financial advisor can do to ensure they succeed when buying another RIA firm or book of business.

Brian Nuttall, Joe DeMarco, and Rick Wilkens of Elevate CPA Group return to the show to join Mike Langford for an exploration of what an RIA or independent financial advisor can do to ensure they succeed when buying another RIA firm or book of business.

<a href="https://elevatecpagroup.com/about/elevate-team/brian-nuttall/" rel="noopener noreferrer">Brian Nuttall</a>, <a href="https://elevatecpagroup.com/about/joseph-demarco/" rel="noopener noreferrer">Joe DeMarco</a>, and <a href="https://elevatecpagroup.com/about/elevate-team/rick-wilkens-cpa-cva/" rel="noopener noreferrer">Rick Wilkens</a> of <a href="https://elevatecpagroup.com/" rel="noopener noreferrer">Elevate CPA Group</a> return to the show to join <a href="https://www.linkedin.com/in/mikelangford2/" rel="noopener noreferrer">Mike Langford</a> for an exploration of what an RIA or independent financial advisor can do to ensure they succeed when buying another RIA firm or book of business.

Why some RIA Firm Purchases Fail and Others Flourish

The Modern Financial Advisor Podcast shines a light on innovative strategies, solutions, and ideas shared by guests who are driving the wealth management industry forward in new and exciting ways. The show is hosted by <a href="https://www.linkedin.com/in/mikelangford2/" target="_blank">Mike Langford</a> and produced by <a href="https://www.finservmarketing.com/" target="_blank">finservMarketing</a>.

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The Modern Financial Advisor Podcast shines a light on innovative strategies, solutions, and ideas shared by guests who are driving the wealth management industry forward in new and exciting ways. The show is hosted by Mike Langford and produced by finservMarketing.

The Modern Financial Advisor Podcast shines a light on innovative strategies, solutions, and ideas shared by guests who are driving the wealth management industry forward in new and exciting ways. The show is hosted by <a href="https://www.linkedin.com/in/mikelangford2/" rel="noopener noreferrer">Mike Langford</a> and produced by <a href="https://www.finservmarketing.com/" rel="noopener noreferrer">finservMarketing</a>.

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Why some RIA Firm Purchases Fail and Others Flourish

Why some RIA Firm Purchases Fail and Others Flourish

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