# Mark Hurley

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The RIA M&A Frenzy with Jonathan Stern (Ep. 23)

The M&A market for RIAs continues to accelerate, fueled by record deal activity, strong valuations, and an influx of private equity capital. In this episode of Contrasting Viewpoints, Ray Sclafani and Mark Hurley are joined by Jonathan Stern, partner at Berkshire Global Advisors, to unpack what is …

The Case for a Digital Workforce in Wealth Management with Andrei Pop (Ep. 24)

Ray Sclafani and Mark Hurley cover a full slate of industry news before sitting down with Andrei Pop, Founder and CEO of Humanity Labs. They open with a surge in cybersecurity breaches hitting major wealth management firms, the growing liquidity risks inside private credit portfolios, the ongoing w…

Special Edition: Take Flight

At first light, a wetland at Rollins Savanna Forest Preserve in Grayslake stirs to life. Red-winged blackbirds trumpet conk-la-REE-look-at-ME songs from swaying cattails. Wood ducks tip forward to eat plants below the water’s surface, rear ends bobbing in the air. A great blue heron stands motionle…

Cybersecurity Feat. Mark Hurley - Episode 51

In this special episode of THE BOGART EFFECT, James Bogart, CFP®, CHFC®, is joined by cybersecurity professional Mark Hurley. Together, they chat about the world of cybersecurity and how to stay safe and weary. Call, log in, or visit to learn how we can help. 703-570-8651 www.BogartWealth.com T…

19. Cybercrime Is a $10.5 Trillion Industry: How to Protect Yourself and Your Wealth with Mark Hurley

Cybercrime has quietly become one of the largest and most sophisticated global industries, now surpassing the scale of illegal drug trafficking. In this episode, Tom Moran and Don Drury are joined by Mark Hurley, CEO and Founder of Digital Privacy Protection, to break down the rapidly evolving cybe…

Before You Chase the Multiple feat. Wayne Hewett (Ep. 25)

Valuations are high. Private equity capital continues to flood the market. Advisory firm owners are hearing about eye-popping multiples and wondering if now is the time to sell, acquire, or bring on a partner. In this episode of ContrastingViewpoints, Ray Sclafani and Mark Hurley are joined by Way…

Why Team Liftouts Have Never Been More Desirable with Allan Starkie (Ep. 26)

The talent war in wealth management is intensifying. Massive consolidation has eliminated C-suite roles while creating explosive demand for advisors and teams that bring clients. Team liftouts have become more desirable than ever, but the economics, legal complexity, and retention challenges are re…

Why Bigger Deals Actually Get Worse featuring David Grau Jr. (Ep. 27)

If you're considering a merger, acquisition, or sale in the next five to ten years, this episode will challenge everything you think you know about valuations and deal structures in wealth management. David Grau Jr., founder and CEO of Succession Resource Group debates a critical question: Does big…

Your CRM Shouldn't Be AI's Training Ground feat. Matt Halloran (Ep. 28)

AI is no longer a future consideration for advisory firms. It's an operating decision advisors are making right now, and this episode digs into what that decision actually involves. Ray Sclafani and Mark Hurley open with their usual contrasting lenses (Mark on custodial economics and market structu…

If Advisors Don't Offer Estate Planning, Clients Will Leave (Ep. 29)

Most American families procrastinate on estate planning—over 50% have no plan at all. But Cody Barbo, founder and CEO of TrustAndWill (the nation's leading digital estate planning platform), reveals why this isn't a knowledge problem. It's an anxiety problem. In this episode of Contrasting Viewpoi…