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Free Peer Benchmark Analyzer

Why Details Matter for your Wealth Management or Insurance Business

Jeremi Karnell
Aug 7, 2019

In this episode, Mike Langford shares a story of how he noticed exceptional attention to detail during his recent family vacation to Walt Disney World and how it reminded him how important details are to the valuation of a wealth management or insurance business.

Audio Stream

 It is 20 minutes and you may stream it on Alexa, iTunes, SoundCloud, Stitcher, and TuneIn.

Video Overview 

HubSpot Video

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 17 - Valuation: Getting Beyond a Reasonable Doubt

Episode 16 - Considering the Strategic Value in a Wealth Management Business Acquisition

Episode 3 -  Firm Value with Jeff Miller

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