DPL’s popular podcast series for financial advisors featuring growth strategies and best practices shared through engaging conversation and storytelling. Gain insights from your peers in the industry, DPL’s team, David Lau, and other thought leaders driving innovation to improve outcomes for clients and grow RIA practices.
*This podcast is for informational purposes only and should not be relied upon as a basis for investment decisions. All opinions expressed are their own and may not reflect those at their firm.
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DPL’s popular podcast series for financial advisors featuring growth strategies and best practices shared through engaging conversation and storytelling. Gain insights from your peers in the industry, DPL’s team, David Lau, and other thought leaders driving innovation to improve outcomes for clients and grow RIA practices.
*This podcast is for informational purposes only and should not be relied upon as a basis for investment decisions. All opinions expressed are their own and may not reflect those at their firm.
The Alliance Advantage: the Power of Partnerships in an M&A Strategy
Advisor Revelations
21 minutes 33 seconds
1 month ago
The Alliance Advantage: the Power of Partnerships in an M&A Strategy
This week, Ross McGoodwin talks with Andrew Gearhart, Partner and Wealth Advisor at Waverly Advisors. Waverly is a fee-based fiduciary RIA managing more than $18 billion in assets across nearly 40 offices nationwide. With a career that began in the insurance industry at MassMutual, Drew went on to earn his CFP designation and build deep expertise in holistic financial planning. Over the years, he has helped guide Waverly’s transformation from a regional firm of 40 employees into a national presence of nearly 300, emphasizing culture, client-first fiduciary service, and strategic growth through mergers and acquisitions.
Ross and Andrew discuss Waverly’s M&A growth, its culture-driven philosophy, and the importance of holistic planning that goes beyond asset management. They highlight how DPL partnerships empower advisors to evaluate insurance and annuities within a fiduciary, fee-only framework, supported by technology that simplifies integration. They also explore how innovation and collaboration are reshaping client service and fueling sustainable advisor growth.
Advisor Revelations
DPL’s popular podcast series for financial advisors featuring growth strategies and best practices shared through engaging conversation and storytelling. Gain insights from your peers in the industry, DPL’s team, David Lau, and other thought leaders driving innovation to improve outcomes for clients and grow RIA practices.
*This podcast is for informational purposes only and should not be relied upon as a basis for investment decisions. All opinions expressed are their own and may not reflect those at their firm.
