Rethink. Financial Advice

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:

• Follow Abby Salameh on LinkedIn
• Learn more about RFG Advisory
• Follow RethinkFA on LinkedIn

Connect With Adam Holt:

• [email protected] 
• Asset-Map 
• LinkedIn: Adam Holt
• LinkedIn: Asset-Map
• Facebook: Asset-Map
• Twitter: Asset_Map
• YouTube: Asset-Map 

Connect With Derek Notman:

• Check out Couplr AI
• LinkedIn: Derek Notman

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