014: Driving Enterprise Value with Mike Capelle

21/10/2025 34 min
014: Driving Enterprise Value with Mike Capelle

Listen "014: Driving Enterprise Value with Mike Capelle"

Episode Synopsis

In this Modcast episode, Gordo and Mike Capelle explore strategies for building enterprise value in financial advisory firms. They highlight client-centric growth, post-acquisition integration, scalable investment management, next-gen advisor development, and key performance metrics. They'll dig into that and more: Understand your client and target market to deliver focused value. Distinguish between market-driven growth and genuine business expansion. Maintain a consistent brand message and client experience for maximum value. Invest in career paths and the next generation of advisors for sustained growth. Subscribe to our Other Channels!  https://www.youtube.com/@MeetModernWealth  https://www.youtube.com/@AmericasWealthManagementShow Episode 013: https://youtu.be/3BC7LibB4OI  Episode 006: https://youtu.be/2uK-wZgYLh0  Follow Us on LinkedIn: https://www.linkedin.com/company/meet-modern-wealth-management/  Connect with Us: Modcast.show