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Summary: As operational and technology consultants, we are contacted at least three times per month from larger RIAs saying, “A friend of mine just bought a $100 million practice – I want to do that too!” This is a common response from aspiring buyers as the industry is beginning to consolidate based on advisor demographics and the potential for literally trillions of dollars in AUM to be up for grabs is putting stars in everyone’s eyes.
 Advisors who have not yet acquired another practice have not yet made that necessary mental shift. They have spent their entire career focused on the client experience and carving out a particular client niche to make their prospecting efforts more successful."Matt Sonnen, PFI Advisors
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