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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.

 

 

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.‚Äč

 

Listen to the the podcast here

Subscriber Infographic 2018

Added on August 2018 in Blog
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Annually we report on our subscriber data to provide insights to advisory firm principals as they refine their firm's succession and strategic growth plans. A completed RIA Match profile includes comprehensive information from up to 72 data points. This aggregrated data offers insights from over 4,500 subscribers. Download the Subscriber Infographic where we provide a snapshot of the advisor types, trends and goals. Be curious and communicate with your matches!

Accelerating Your Growth as a Seller

Added on February 2018 in Blog
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Accelerate Your Growth as a Buyer

Added on February 2018 in Blog
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