Episode Synopsis "Why Mergers Are a Fantastic Growth and Succession Strategy for Advisory Firms"

In this episode of Bluespring Outloud, Dave Allen, Keith More, and Mitch Walk of Security Financial Management join Stuart Silverman to discuss their evolution from siloed, solo practices into an ensemble firm with multiple partners, G2 and G3 advisors, and ample support staff. Together, they’ll share advice for other advisors and firms considering merger and acquisition opportunities and how it can elevate your business, deepen client service, and create greater opportunities for future growth.  

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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