At some point in time, almost every financial advisor or wealth management firm will be involved in a business acquisition process. Whether the advisor or firm is looking to grow their business through acquisition, selling their business for a liquidity event, or buying a book of business as part of another advisor's succession plan... the process will happen eventually.
The acquisition process often causes a fair amount of anxiety however because most advisors have little to no experience with M&A activity and we are dealing with a relationship-based business where advisors have invested decades of their lives looking after their clients.
In this episode of The Modern Financial Advisor Podcast, my guest Tom Hine, author of The Zen of Business Acquisitions is going to help alleviate your anxiety and give you the confidence to pursue the deals that will transform your business.
As I mentioned in the preview video above, you can watch the entire episode of the podcast on YouTube as well. The video is embedded below for your convenience. Make sure you subscribe to the Truelytics YouTube channel!
To listen to the episode simply click play on the audio stream at the top of this post or subscribe on your favorite podcast platform. You can find us on Apple Podcasts, Spotify, Google Podcasts, Alexa, SoundCloud, Stitcher, and TuneIn.
Resources Related to this Episode:
Below are a few links and resources that Tom and I mentioned during the podcast: