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.
That's why Jeff Conyer and his team started Wealth Advisor Financing.
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.
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