Securing financing for your RIA or multi-advisor wealth management firm can be complex. First, if you are like most financial advisors you have likely never sought a commercial loan for your business. And second, it's not as simple as rolling down to your local bank and filling out a quick application.
As you'll hear Jeff explain in this episode of The Modern Financial Advisor Podcast, having a lender who understands your business is crucial to securing the financing you need for M&A deals, succession plans, or refinancing your business.
Resources Related to this Episode: Below is a list of resources mentioned in this episode or related to the topics we discussed:
Envestnet | Yodlee Acquires Truelytics - We are thrilled to announce that Truelytics has agreed to be acquired by Envestnet | Yodlee. Read all about the deal and what it means for RIAs, Broker-Dealers, and independent financial advisors.