Episode Synopsis "Ep 7: Finding and Partnering With A G2 Advisor"

Angela Osborne, COO of Bluespring Wealth Partners talks with Mitchell Walk, President of Retirement Wealth Specialists, and Charlotte Clegg-Bradley as they share their experiences from both sides of finding and onboarding a G2 Advisor.

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More episodes of the podcast Bluespring Wealth Partners Out Loud Podcast

• Why Mergers Are a Fantastic Growth and Succession Strategy for Advisory Firms
• 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