Episode Synopsis "Ep 4: Panel Discussion: Why Was Bluespring The Right Decision For Your Business?"

Bluespring President Stuart Silverman has the opportunity to sit down with several financial professionals who have recently decided to sell their firms to Bluespring. Thomas Fee, Managing Director of Vector Wealth Management, Steve Gallo, Founding Partner of U.S. Financial Services, and Mike Frazier, President & CEO of Bedell Frazier Investment Counselling come together for a riveting panel discussion to explain why joining Bluespring was the right decision for their businesses.

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More episodes of the podcast Bluespring Wealth Partners Out Loud Podcast

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• 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