Six Ways to Increase the Value of Your RIA Firm
An RIA firm owner’s roadmap to increasing your firm’s value in a sustainable way that enhance your firm’s market value now and in the long-run. Succession Resource Group shares six ways firms can carve a path towards smarter growth, identifying levers for better business decisions that retain talented employees as well as ideal profit margins.
Selling Your Practice with Expert Advocacy
Watch the Replay Host Kristen Grau, CPA, CVA, CEPA Executive Vice President Paper-plane Linkedin-in
10 Tips for Selling Your RIA
An RIA firm owner’s roadmap to increasing your firm’s value in a sustainable way that enhance your firm’s market value now and in the long-run. Succession Resource Group shares six ways firms can carve a path towards smarter growth, identifying levers for better business decisions that retain talented employees as well as ideal profit margins.
The Psychology of Dealmaking in Advisory RIA M&A Transactions
Navigating Emotional & Behavioral Triggers for Success
How to Effectively Share Equity
Watch the Replay Host David Grau Jr. MBA CEO/President Paper-plane Linkedin-in Host Julia Sexton, CVA Director of Strategic Organizational Planning Paper-plane Linkedin-in
The Future of Financial Advisory Firms
Here are the four pillars that stood out to our team as essential to supporting and accelerating high-performance wealth management firm growth. These pillars represent the trends, strategies, and opportunities that will influence independent financial advisors’ success in not only meeting but surpassing their annual growth goals.
Carrot and the Stick | Protecting Your Advisors and Clients (Ep. 22)
Contingency Planning | Death/Disability Considerations for Advisors (Ep. 21)
The Psychology of Dealmaking
Watch the Replay Seller Resources For Advisors Preparing to Sell Seller Readiness Guide → For Our Latest M&A Update 2024 Advisor Mid-Year M&A Update → Buyer Resources For Advisors Seeking to Acquire Practice Acquisition Checklist → Grab A Valuation We offer a variety of solutions and turnaround times to fit your needs. Join myCompass Our membership club grants you inside tips and opportunities to grow. Review our Seller Services We’re here to ensure you secure the best buyer, price and terms.
Three Major RIA Growth Mistakes to Avoid
For most advisors and RIAs who own their firms, growth is the ultimate goal, whether through organic strategies, M&A activity, or some combination thereof – and for good reason. Without growth, firms run the risk of losing clients they can’t replace, missing the chance to capitalize on massive opportunities like the great wealth transfer, and falling too far behind competitors to catch up. But with a few adjustments to right-size common mistakes, advisors can capture growth opportunities and set their firms up for future success, whether that means selling the business or passing it down to the next generation within the firm.