Articles

June 27, 2024

How Financial Advisors Can Meet Rising Client Expectations

In our evolving financial landscape, client expectations are undergoing a significant transformation. Financial advisors are experiencing a shift where the once-prevailing lifestyle practice model is…

June 20, 2024

Why Working with Fewer Clients Can Help Advisors Close M&A Deals

Working efficiently and effectively is paramount in mergers and acquisitions (M&A). Advisors who prioritize their time and focus on a smaller set of clients often close the most lucrative deals.…

June 12, 2024

Selling Your Wealth Management Practice Without Retiring

Many of our clients at SkyView challenge the conventional image of a seller in the wealth management industry. Unlike the typical notion of sellers being on the brink of retirement, numerous…

April 24, 2024

Selling Your Wealth Management Practice: Private Buyers vs. Private Equity Firms

Deciding on the future of your wealth management or financial advisory business may involve choosing between selling to a private buyer or a private equity firm. Each path has its distinct advantages…

April 03, 2024

To Buy or to Sell | Maximizing Wealth Management Practice Value as a Mid-Career Advisor

In the wealth management industry, seasoned financial advisors can often experience a mindset shift when it comes to pursuing an acquisition vs selling their practice. Initially viewing themselves as…

January 31, 2024

Podcast | How The CEO Of A $2 Billion RIA Approaches Buying Other Firms

On this episode of the Advisor Financing Forum, we welcome back Nick Asmus, CEO of Berger Financial Group, to discuss Berger's recent acquisition triumphs and the profound insights they've gathered.…