Episode Synopsis "Ep 12: Choosing the Right Partner for Your RIA"

Things are different when you're on your own as an independent RIA and a strategic partnership becomes all the more valuable as the business continues to grow and evolve. Principals from several of Bluespring's most successful RIAs talk about their process to find the right partner for their business and how that impacted their teams and their clients. Hosted by Chairman Stuart Silverman.

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More episodes of the podcast Bluespring Wealth Partners Out Loud Podcast

• Ep 13: Navigating the Changing Landscape of Firm Valuations, M&A Trends, and Investing in Next-Gen Advisors
• Ep 7: Finding and Partnering With A G2 Advisor
• Ep 12: Choosing the Right Partner for Your RIA
• Ep 11: Navigating Change and Building Culture in a Fast-Growing Advisory Firm
• Ep 10: How To Build A Podcast Ft. Quint Tatro
• Ep 9: Industry Influencers And Experts Reveal What Is Driving Valuations Now
• Ep 8: The Future And Evolution Of M&A, And How Partnering Can Benefit All
• Ep 6: The Successor Academy And Its Impact After Completion
• Ep 5: Time For Growth
• Ep 4: Panel Discussion: Why Was Bluespring The Right Decision For Your Business?
• Ep 3: Ted Jenkin’s Journey Into M&A And Advice For Selling Your Business
• Ep 2: The Experience Of Being A Successor