Max Lane: Tech and the Future of Wealth Management
Flourish’s CEO discusses his vision for the company, rising expectations from clients, dynamic financial planning, and strategies for organic growth. Host: Greg Bartalos.
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27:47
Kevin Casey: M&A, Valuations, and Deal Structures | Next Gen
The managing director at Pathstone discusses the firm’s philosophy for making deals, how it values firms, and how employees can build equity in the company.
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22:19
David DeVoe: How to Maximize Your RIA Firm’s Valuation
Top consultant shares his view on what makes advisory firms thrive, scale, and command premium valuations. Host: Steve Sanduski, CFP.
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54:29
Raj Bhatia: Don’t Shy Away From Hiring Your Own Child
The long-time Merrill Private Wealth Management advisor explains why his daughter joined his firm and offers his best advice for advisors considering hiring their offspring. Host: Greg Bartalos.
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19:39
Kaden Bernstein: Key Ingredients for Success | Next Gen
The Morgan Stanley financial advisor discusses the importance of knowing your limits, ways to avoid burnout, and the benefits of surrounding yourself with kindred spirits.
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