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Mike Langford is joined by Kelli Cruz of Cruz Consulting Group to explore how wealth management businesses (RIAs, broker-dealers, and individual financial advisors) can increase the value of their firms and the success rate for their transition (either by acquisition or internal succession planning) by focusing on the talent within their organizations.

Audio Stream

 It is 52 minutes and you may stream it on Alexa, iTunes, SoundCloud, Stitcher, and TuneIn.

Video Overview  

Valuations Video Update 14

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.

Also, check out:

Episode 13 - Using Social Media to Increase Your Valuation with Victor Gaxiola

Episode 12 - Growing Your Business by Simplifying It with Brian Margolis

Episode 11 - Using Compliance as a Strategic Edge with Ivan Barretto of RIA Compliance

Episode 10 - Using Sentiment Analysis and AI to Beat the S&P 500 with Jamie Wise of Buzz Indexes

Episode 9 - Practice Management Themes for 2019 with Grant Hicks and Carla McCabe

Episode 8 - The Value of Alternative Investments in IRAs with Henry Yoshida of Rocket Dollar

Episode 7 - Digital Transformation & Blockchain with Jeremi Karnell

Episode 6 - Acquisition Financing with James Hughes of Live Oak Bank

Episode 5 - Importance of Culture with Jim DeCarlo, CEO of StratWealth

Episode 4 - Firms of the Future with Shane Morrow, Managing Partner IronBridge

Episode 3 -  Firm Value with Jeff Miller

Episode 2 -  Practice Management with Carla McCabe

Episode 1 -  The Truelytics Origin Story with Terry Mullen


The above article is meant for information purposes only and is not intended in any way to provide legal or other advice for any specific situation.  Readers always should consult their own tax, accounting and legal advisors before taking any action related to the above article or subject matter.

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