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How To Scale Your Financial Advisory Firm Amid Industry Consolidation

Mike Langford
Dec 7, 2021

There is a lot of attention on "scale" in the wealth management industry at the moment. And rightfully so. Independent financial advisors, RIAs, and broker-dealers are doing business in a rapidly changing environment. Robo-advisors, fee compression, free trading, free funds, private equity roll-ups... while none of these threats are existential they are best mitigated with scale.

MFA Podcast - Episode 71 - Pepper Anderson

In this episode of The Modern Financial Advisor Podcast my guest, Pepper Anderson, CEO of Chilton Trust Company shares how she and her team are scaling their business. Pepper also has some fantastic thoughts on succession preparedness. Hint: Succession is not only about the advisor. 

Partner With Truelytics: Do you work with RIAs and independent financial advisors? Are you helping them grow their business, become more profitable, or prepare for transitions? If so, you should reach out to explore the Truelytics Solutions Partner Program

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Resources Related to this Episode:
Below is a list of resources related to this episode or mentioned in the update video above: 

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