The Advisor Financing Forum

Jan 30 2024 33 ep. 41 mins 1
The Advisor Financing Forum Podcast artwork

The Advisor Financing Forum is a weekly podcast presented by SkyView Partners. The show is designed to bring you a wide range of conversations with a variety of guests who will share their insights on topics relevant to your business as an independent or registered investment advisor.

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

Jan 30 2024 44 mins  
Nick Asmus, CEO of Berger Financial Group joins Scott Wetzel and Mike Langford for a conversation about Berger's latest acquisition and what Nick and his team have learned since his first appearance the podcast back in 2021.

The Evolving M&A Landscape For Financial Advisory Firms

Jan 05 2024 58 mins  
Jeff Benjamin, Wealth Management Editor and Journalist at etf.com joins Katie Bruner, President of SkyView Holdings and Mike Langford for an expansive conversation about the evolving landscape for M&A deals for RIAs and other financial advisory businesses. Jeff recently interviewed Katie for an article titled "Financial Planners' M&A Drops as Rates, Uncertainty Jump" to ge

Why M&A in the Wealth Management Industry Has Remained Resilient

Sep 01 2023 38 mins  
Katie Bruner, President of SkyView Holdings joins Aaron Hasler and Mike Langford for a deep dive on the resiliency of the mergers and acquisitions market in the wealth management industry. This episode builds on the recent article Aaron and Katie co-authored for WealthManagement.com by the same title. Katie, Aaron, and Mike explore the fundamentals for RIAs and independent financ

How Financial Advisors Can Grow Beyond A Business Plateau

Jul 03 2023 53 mins  
Performance Psychologist Jon Randall, from eXtraordinary Financial Advisors joins Aaron Hasler and Mike Langford to explore strategies that advisors can use to push through the natural plateaus and obstacles that often get in the way of growing your business organically or via acquisitions.

Borrower Briefing - March 2023

Mar 28 2023 33 mins  
Trending Ideas And Current Events Affecting M&A Financing For Wealth Management In this podcast version of the Borrower Briefing Webinar for March 2023, Aaron Hasler, a Managing Partner and CoFounder at SkyView and Rob Perry, SkyView’s Chief Financial Officer join Mike Langford for an exploration of "Borrower Best Practices". Relationships matter just as much as the quantit

Borrower Briefing - January 2023

Jan 25 2023 28 mins  
Trending Ideas And Current Events Affecting M&A Financing For Wealth Management In this podcast version of the Borrower Briefing Webinar for January 2023, credit and lending experts Chris Jewett and Nick Barker join Mike Langford to share their insights on the current state of lending in the wealth management industry. The briefing covers timely and pertinent topics financial

How To Ensure Your Business Thrives Post Acquisition

Oct 25 2022 46 mins  
Duncan MacPherson, CEO of Pareto Systems and author of "The Blue Square Method" joins Aaron Hasler and Mike Langford to go deep on what financial advisors can do to ensure the get the most out of a business that they acquire. Be sure to check out Katie Bruner's appearance on Episode 27 of the "Always On with Duncan MacPherson Podcast" Bonus: As Duncan mentioned during the show,

M&A Deals During A Rising Rate Environment

Oct 11 2022 37 mins  
Nick Barker, Chief Banking Officer of SkyView Partners joins Aaron Hasler and Mike Langford for a detailed discussion on how independent financial advisors and RIAs should approach M&A deals during a rising rate environment. This episode was recorded shortly after the Fed raised rates by 75bps with an anticipation of additional rate increase to follow in coming months.

The Silent Driver Of The M&A Boom For RIAs And Independent Financial Advisory Firms

Jun 24 2022 58 mins  
Aaron Hasler, Managing Partner at SkyView Partners explains why we are seeing a huge boom in the number of mergers and acquisitions for RIAs and independent financial advisory firms.

Boost Post-Acquisition Value with Financial Planning Services

Sep 24 2021 50 mins  
Tony Stich, COO of NaviPlan by InvestCloud sat down with Aaron Hasler and Mike Langford to explore how RIAs and independent financial advisors can dramatically increase the value of their business by adding financial planning services. The value increase is magnified in M&A situations where the RIA or advisor has acquired another business that had yet to offer financial plannin