Show highlights include:
-The difference between being a practitioner vs. a true business owner.
-Why growing too fast can break your systems, operations, and culture.
-How to scale without sacrificing your core values.
-Why “making the right move” matters more than making the next move.
-How to define your ideal client avatar beyond just AUM.
-Why more RIAs are exploring M&A - and what’s driving the trend.
If you’re thinking about growth, transitions, acquisitions, or simply want to build a business that still feels like you, this episode is packed with real-world insights you won’t want to miss.
Learn more about our companies and resources:
-Elite Consulting Partners | Financial Advisor Transitions: https://eliteconsultingpartners.com
-Elite Marketing Concepts | Marketing Services for Financial Advisors: https://elitemarketingconcepts.com
-Elite Advisor Successions | Advisor Mergers and Acquisitions: https://eliteadvisorsuccessions.com
-JEDI Database Solutions | Technology Solutions for Advisors: https://jedidatabasesolutions.com
Listen to more Advisor Talk episodes: https://eliteconsultingpartners.com/podcasts/