Organic growth, investors, and exits with Abby Salameh

https://is1-ssl.mzstatic.com/image/thumb/Podcasts122/v4/87/e8/14/87e81499-26f0-0096-28a5-ec84c106159a/mza_6757920930027975455.jpeg/600x600bb.jpg

Rethink. Financial Advice

H. Adam Holt, CFP and Derek N.H. Notman, CFP

75 episodes

4 months ago

Fintech CEOs Adam Holt (Asset-Map.com) and Derek Notman (Conneqtor.co and Couplr.ai) host the Rethink. Financial Advice podcast. With decades of real-world experience as veteran and actively practicing advisors and CFPs, they’re rethinking what it takes to succeed as a financial advisor in the 21st century. Challenging the status quo, Holt and Notman examine practice management, technology, planning, products, delivery of advice, digital marketing, designations, compensation, licenses, types of advisors, mindset, and entrepreneurship – all thoroughly explored and debated. Starting, growing, and running an advisory practice should no longer be done like it’s 1985. Notman and Holt ask the tough questions to get the answers no one else is telling you. Fresh, innovative, brutally honest, inspiring, tactical, and a side of peaceful rebellion banter – just what you needed to learn something new and walk away with a smile.

Hosted on Acast. See acast.com/privacy for more information.

All content for Rethink. Financial Advice is the property of H. Adam Holt, CFP and Derek N.H. Notman, CFP and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.

Hosted on Acast. See acast.com/privacy for more information.

Organic growth, investors, and exits with Abby Salameh

Rethink. Financial Advice

32 minutes 5 seconds

10 months ago

Organic growth, investors, and exits with Abby Salameh

What’s your advisor Swan Song?

In this episode, Adam Holt & Derek Notman spoke with pivotal figure Abby Salameh about organic growth, PE & VC investors and their impact on wealth management firms, and exit strategies. Everything from organic growth and acquisitions to the impact of AI, we have a fun chat that is sure to give you some great insights and action items.

We talk about:

Private equity (PE) firms impact on the wealth management landscape -
How RFG advisors are Organically growing at 20 percent year-over-year.
Is being acquired (PE) a good long term strategy for an advisors business? What are the true impacts?
The Importance of technology in reducing operational burdens
The $30 trillion wealth transfer to women
The Need for an organic growth strategy for acquisitions (Growth Rate.. not just ARR
AI's potential impact on marketing and operational efficiency
And more

Resources:

Connect With Adam Holt:

Connect With Derek Notman:

Hosted on Acast. See acast.com/privacy for more information.