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

Modern Financial Advisor
14/07/2019 20 min

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

Descargar episodio Ver en sitio original

Episode Synopsis


Mike Langford (flying solo on this episode) explores the strategic value of acquiring another wealth management or insurance business. While it is crucial to base the valuation of a firm on its cash flow, it is also important to remember that the newly acquired business will bring a lot of opportunity above an beyond the immediate cash flow add.

More episodes of the podcast Modern Financial Advisor

Alan Moore from XYPN Live on Entrepreneurship, Escape Velocity, and the RIA Fee-For-Service Revolution 16/10/2025
Michael Kitces Explains How Financial Advisors Can Create Gravity to Attract Clients vs Fighting Time and Scale Constraints 16/10/2025
Building the Back Office of the Future: AI Agents and Operations Tech for Financial Advisors 05/10/2025
Why RIAs That Take Workflow Management Seriously Are Growing 33% Faster Than Their Peers 25/09/2025
Financial Advisors Who Embrace New Business Models and Adopt AI Today Will Be The Last Ones Standing 17/09/2025
How AI Will Power a New Era of Hyper Growth for Financial Advisors and Wealth Management Firms 05/09/2025
The Psychology of Prospecting: How VRGL Helps Advisors Win More Clients 22/07/2025
Redefining Advisor Growth: Dan Zitting on Eliminating Friction and Building Client Confidence 10/07/2025
From Dumb Money to Dynamic Insights – How Pebble is Reinventing Portfolio Conversations with AI 29/06/2025
Why Serving Business Owners is the Secret Sauce to Building a Vibrant Wealth Management Firm 24/06/2025
© 2003-2025 ZARZA | AHEAD OF OUR TIME
privacy policy
In God we trust In God we trust
PreSales Questions? Click Here
or call our toll-free line at +1-888-5002068 Miami, Florida, USA