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How To Ensure Your Wealth Management Firm is "Sale Ready"
Manage episode 305159811 series 2444271
Contenido proporcionado por finservMarketing. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente finservMarketing o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.player.fm/legal.
If you wanted to sell your RIA or independent financial advisory business to an internal successor or a third party would you be able to? Josh Patrick, Founding Principal at Stage 2 Planning Partners and author of "Sale Ready Company" shares what you need to do to make your firm sale ready even if you have no plans to sell.
118 episodios
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Manage episode 305159811 series 2444271
Contenido proporcionado por finservMarketing. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente finservMarketing o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.player.fm/legal.
If you wanted to sell your RIA or independent financial advisory business to an internal successor or a third party would you be able to? Josh Patrick, Founding Principal at Stage 2 Planning Partners and author of "Sale Ready Company" shares what you need to do to make your firm sale ready even if you have no plans to sell.
118 episodios
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Similar a Modern Financial Advisor
Bitcoin pioneer Charlie Shrem peels back the layers on the lives and backgrounds of the world's most impactful innovators. Centering around intimate narratives, Shrem uncovers a detailed, previously unspoken story of the genesis and evolution of bitcoin, cryptocurrency, artificial intelligence, and the web3 movements. Join Shrem as he journeys through the uncharted territories of tech revolutions, revealing the human side of the stories that shaped the digital world we live in today.
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