이 에피소드에 관해
Do you have a succession plan, or just an idea of one?
In this episode, Andrew Mirolli, co-founder and managing partner of buyAUM, joins Kristin to talk about how financial advisors can plan their exit.
He walks through the main options for selling or stepping back, what buyers look for in a firm, and how to test a successor on your own team.
Listen in to learn why planning early makes your business stronger today.
Andrew shares:
- The 90-day question that shows how ready your firm is for a transition.
- The three exit paths.
- What buyers pay more for, and what quietly lowers your firm’s value.
- How private equity is pushing valuations higher, even for small practices.
- What helps you avoid regret after a sale.
- How to test junior advisors before selling.
Resources:
- (Ep. 45) Scaling Without Sacrifice: Partnering for Smarter Growth with Michael Young
- Free TruValue Report
Connect with Andrew Mirolli:
Connect with Kristin Harad:
영어
미국
전사 🔗
Are you the producer of this podcast?
Add a podcast transcript
Need Audio-to-Text?
Transcribe with Listen411 in Just 60 Seconds
이 팟캐스트의 다른 에피소드
Do you know exactly who you're trying to reach, or are you heading out into the world without a clear target?
In this episode, Kristin walks through a practical framework for identifying your ideal client before you build your opportunity list.
Listen in to learn how to narrow down your ideal cli…
Is your firm actually growing, or has the busyness of the year been masking a lack of progress toward your real goals?
Summer is more than a slow season. It's a 90-day window to step back, assess where you are, and set yourself up to hit the fall with momentum rather than scrambling to catch up.
…
Are you designing your sales process around what you prefer or around what your prospect actually needs to feel confident enough to say yes?
In this episode, Nancy Bleeke Noël, Founder of Sales Pro Insider and creator of the Genuine Sales Training course, joins Kristin to flip the script on how ad…
What does it take to walk away from the safety net of a corporate RIA and build something that’s truly yours?
In this episode, John Schwalbach and Jon Holmgren, partners at Freedom Financial Partners, join Kristin to share the real story behind their firm’s evolution from a broker-dealer to a corp…
Are you using AI to get time back or just finding new ways to stay busy?
In this episode, Matt Halloran, Chief Evangelist at Zocks and author of Shut the F Up and Listen, joins the show to explore how AI note-taking tools are giving financial advisors real, measurable time back—and why most adviso…
면책 조항: 이 페이지에 포함된 팟캐스트와 작품은 Kristin Harad에서 가져온 것입니다. 이 팟캐스트는 소유자의 재산이며 Listen Notes, Inc.와 제휴하거나 보증하지 않습니다.
