What’s your advisor Swan Song?

In this episode, Adam Holt & Derek Notman spoke with pivotal figure Abby Salameh about organic growth, PE & VC investors and their impact on wealth management firms, and exit strategies. Everything from organic growth and acquisitions to the impact of AI, we have a fun chat that is sure to give you some great insights and action items.

We talk about:

Private equity (PE) firms impact on the wealth management landscape -
How RFG advisors are Organically growing at 20 percent year-over-year.
Is being acquired (PE) a good long term strategy for an advisors business? What are the true impacts?
The Importance of technology in reducing operational burdens
The $30 trillion wealth transfer to women
The Need for an organic growth strategy for acquisitions (Growth Rate.. not just ARR
AI's potential impact on marketing and operational efficiency
And more

Resources:

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