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RIA Match Subscriber Infographic - July 2019

Added on July 2019 in Blog
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Summary: Annually we report on our subscriber data to provide insights to advisors as they refine their firm’s succession and strategic growth plans. This aggregated subscriber data offers insight into the trends and goals of over 5,100 advisors. Download our latest RIA Match Infographic where we provide a snapshot view of the subscriber’s participation, trends, and goals. We hope you find useful.

 

 

Branding tips for financial advisers looking to grow

Added on July 2019 in Manage Your Practice
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My Story July 8, 2019: Firm Adding Advisors in the South

Added on July 2019 in M&A Issues
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Summary: We are looking to expand our client based as we are licensed in most of the south. We want 20 years in the industry as licensed 65 and 7 advisors. Female owned and looking to grow.

Increase diversity or die, Pershing CEO Tibergien tells RIAs

Added on June 2019 in Other Ideas
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Summary: For Mark Tibergien, CEO at BNY Mellon's Pershing, making the financial advice industry a more diverse and inclusive place isn't just the right thing to do — it's imperative for the survival of the business.

Connecting with the Right Deal Partners, with Mary Ann Buchanan

Added on May 2019 in Blog
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Podcast: Connecting with the Right Deal Partners, with Mary Ann Buchanan

Summary: In her thought leadership work, Mary Ann specializes in overcoming human bias in succession planning, mergers, and acquisitions by using a systematic approach to help clients make good decisions. Mary Ann shares what makes a good match between partners, and she shares why focusing solely on the numbers can often cause a deal to implode. She explains why cultural alignment is critical for any deal.​

 

Listen to the the podcast here

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