The Advisor Financing Forum
Claim This Podcastby SkyView Partners
Podcast Overview
<p>The Advisor Financing Forum is a weekly podcast presented by SkyView Partners. The show is designed to bring you a wide range of conversations with a variety of guests who will share their insights on topics relevant to your business as an independent or registered investment advisor.</p>
Language
🇺🇲
Publishing Since
5/20/2020
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Recent Episodes
January 30, 2024
How The CEO Of A $2 Billion RIA Approaches Buying Other Firms
<p><a href="https://www.linkedin.com/in/nickasmus/" target="_blank">Nick Asmus</a>, CEO of <a href="https://www.bergerfinancialgroup.com/" target="_blank">Berger Financial Group</a> joins <a href="https://www.linkedin.com/in/scott-wetzel/" target="_blank">Scott Wetzel</a> and <a href="https://www.linkedin.com/in/mikelangford2/" target="_blank">Mike Langford</a> for a conversation about Berger's latest acquisition and what Nick and his team have learned since <a href="https://www.skyview.com/articles/how-to-find-an-ria-to-buy-and-successfully-close-the-deal.html" target="_blank">his first appearance the podcast</a> back in 2021.</p> <p><br /></p>
January 5, 2024
The Evolving M&A Landscape For Financial Advisory Firms
<p><a href="https://www.linkedin.com/in/jeff-benjamin-9427728/" target="_blank">Jeff Benjamin</a>, Wealth Management Editor and Journalist at etf.com joins <a href="https://www.linkedin.com/in/katie-bruner-skyviewpartners/" target="_blank">Katie Bruner</a>, President of SkyView Holdings and <a href="https://www.linkedin.com/in/mikelangford2/" target="_blank">Mike Langford</a> for an expansive conversation about the evolving landscape for M&A deals for RIAs and other financial advisory businesses.</p> <p>Jeff recently interviewed Katie for an article titled "<a href="https://www.etf.com/sections/news/financial-planners-ma-drops-rates-uncertainty-jump" target="_blank">Financial Planners' M&A Drops as Rates, Uncertainty Jump</a>" 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.</p>
September 1, 2023
Why M&A in the Wealth Management Industry Has Remained Resilient
<p><a href="https://www.linkedin.com/in/katie-bruner-3567a99/" target="_blank">Katie Bruner</a>, President of SkyView Holdings joins <a href="https://www.linkedin.com/in/aaronhasler/" target="_blank">Aaron Hasler</a> and <a href="https://www.linkedin.com/in/mikelangford2/" target="_blank">Mike Langford</a> for a deep dive on the resiliency of the mergers and acquisitions market in the wealth management industry. </p> <p>This episode builds on the recent <a href="https://www.skyview.com/articles/2023-wealth-management-outlook-state-of-rates.html?utm_source=linkedin.com&utm_medium=social&utm_campaign=midyear_outlook_article" target="_blank">article Aaron and Katie co-authored for WealthManagement.com</a> 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.</p> <p>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.</p>
33 total episodes available
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Frequently asked questions
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- What is The Advisor Financing Forum?
<p>The Advisor Financing Forum is a weekly podcast presented by SkyView Partners. The show is designed to bring you a wide range of conversations with a variety of guests who will share their insights on topics relevant to your business as an independent or registered investment advisor.</p> - How often does this podcast release new episodes?
This podcast updates inactive.
- Where can I listen to this podcast?
This podcast is available on 4 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.
- Does this podcast accept guests?
Yes, this podcast regularly features guests.
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