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Diamond Consultants: Financial Advisor Recruiting FirmDiamond Consultants: Financial Advisor Recruiting Firm
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Podcast

Independence for Financial Advisors

Building Your Business Today as if You’re Selling it Tomorrow

Posted by Mindy Diamond

Why is M&A so important? And how do you best position your firm for M&A success?

After years of strong growth, many successful independent businesses find themselves at a plateau. Inorganic growth – via mergers and acquisitions (M&A) or recruiting – offers these firms a way to expand into new markets, improve buying power, gain scale and capture operating leverage. M&A can also increase the metrics on which the valuation of the business is based, and help solve for succession.

Although every wealth management firm fancies themselves a buyer, most fail in their efforts to recruit or acquire. In this episode, Mindy explains what prospective buyers must identify and solve for to successfully attract potential sellers, including:

  • What is your firm’s value proposition?
  • Is your infrastructure robust enough to support added growth?
  • Have you identified your next generation?
  • How will you access the capital for the deal?
  • And, most importantly, what are you looking to solve for?

By being able to demonstrate why a prospective seller would grow faster with you than without you, your firm will be better positioned for M&A success, and poised to build a business with real enterprise value.

 

Podcast: Play in new window | Download (Duration: 12:12 — 11.2MB) | Embed

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Related Resources

From the Eye of the Beholder: How Attractive is Your Firm to a Seller
Six key ways to position your firm for M&A success. Read->

How to Maximize Growth When Adding One Client at a Time No Longer Seems Like Enough
Advisors looking to turbocharge their growth via inorganic growth often feel the pull of independence. Read->

Buy the Book: 5 Ways to Look Better to a Seller
In today’s market, potential buyers must differentiate from the pack to attract advisors looking to sell their books of business. Read->


This podcast is also available on…

Mindy Diamond on iTunes           Listen on Google Play Music           Diamond Consultants Podcast on YoutUbe

 

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About Mindy Diamond

CEO – By counseling advisors on how to ask the right questions and “dig deep”, she helps them look at all of the opportunities available to find the one that allows them to reach their full potential. That is, to best serve their clients and live a life that is in sync with their own beliefs and values. Learn more...

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    WHAT OUR LISTENERS ARE SAYING…

    • I would say one of the best things I ever did was listen to your podcast. I listened to it a thousand times. There are so many aspects to explore. You’re driving blind until you actually engage a professional.

      Michael Henley
      Founder & CEO, Brandywine Oak Private Wealth
    • Fantastic Podcast and a must-listen for anyone considering Independence!

      Robert Walter
      President, Sanctuary Wealth
    • This is outstanding. Every team considering independence should listen.

      Chris Cooke
      Managing Partner, Cooke Financial Group
    • Every advisor at a brokerage firm should listen to this podcast. I’m convinced that most advisors don’t realize their real value. Do your research. You deserve your true value and going out on your terms. It’s your life’s work. Even if you don’t transition to independence, know your value and options in order to make an educated decision.

      Robert Harris
      Senior Wealth Advisor, Avidian Wealth Solutions

     

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