Apr 14, 2020

8-Minute Update Video: Thank Goodness We Diversified

Navigating Crisis – How Taking Chips Off The Table Helped Us Mitigate Risk and Lower Stress

On this special episode of State of the Industry, we provide an 8-Minute Video Update on the most pressing issues facing the financial advisory space today.

Today’s topics include:

  • How diversifying the company’s ownership helped us as business owners
  • How our capital partners have enabled us to better navigate this uncertain time
  • Our growth path since partnering with a private equity firm
  • What partnering with a larger firm could mean for your business and clients
  • Why it’s never too early to consider your options for succession

Our hosts:

We hope you enjoy. You may subscribe to our podcast by clicking here on iTunes Podcasts.

To learn more about this topic, check out our latest article for InvestmentNews.