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The Acquisition Activity Increase in Wealth Management with Kirsten Bayer-Petras

Jeremi Karnell
Jun 10, 2019

Kirsten Bayer-Petras of Oak Street Funding joins Mike Langford to explore the rapid increase in acquisition activity in the wealth management industry. As the great wave of transitions heats up for RIAs and independent financial advisors, firms with the right financing in place are aggressively scaling up their businesses by acquiring the businesses of retiring advisors.

Audio Stream

 It is 48 minutes and you may stream it on Alexa, iTunes, SoundCloud, Stitcher, and TuneIn.

Video Overview  

If you have any questions, comments, or even ideas for new episodes, feel free to reach out. If you like what you hear, make sure to subscribe to one of our channels listed above.

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