Reading List

The secret to a successful firm? Invest in company culture

AI Usage Top Priority for SEC Examiners in 2025

Basic Valuation Math

Striking the Right Balance Between Margins and Compensation

How a Marketing-first Mindset Shaped the Growth Journey of Allworth Financial, a $23 Billion RIA

AI May Transform Your Advisor Practice In 10 Years, But It Still Won’t Do Much In 2 Years

Making the Biggest Pie: Inside Savant Wealth Management’s Mission to 10x Business by 2028

Demystifying the Independence Conundrum – with Dean Barber of Modern Wealth Management

Six Considerations for Ensuring the Right Business Exit

Opinion: M&A math reveals misleading multiples

Opinion: What is the point of growth for RIAs?

Joe Duran: These 4 pillars are the ‘SOUL’ of organic growth

Get Your Organic Growth Process In Order Before Pursuing M&A

Financial Auction vs Cultural Conviction

Unlocking Growth: Lessons on Merging Organic and Inorganic Strategies from a $12 Billion Hybrid RIA

Know Your Worth | Ted Motheral

Expansion of Capabilities– With Kevin Corbett of Mariner Wealth Advisors

The Alaris Advantage: How M&A Advisors Create Value

Opinion: Financial Auctions Aren't Suitable for RIA M&A

Know Your Worth | Jacqueline Martinez

Opinion: The dirty little secret about RIA organic growth

Buyer Autonomy Differences – With Arthur Ambarik & Brent Brodeski

Are Toxic Cultures the Silent Killers of the Asset Management Industry?

Internal Transactions Are Still an Option for RIAs

Buyer Lifecycle Differences – With CJ Rendic & Scott Holsopple

How to differentiate between buyers' deal structures - minority interest versus full acquisition?

Block out time in your schedule for growth

What happens after you have signed the LOI? With Michael Belluomini, VP M&A at Carson Group

A Seller's Perspective on their M&A experience. With Shawn Meade, formerly Redwood Wealth Management

The Role of Practice Management in choosing a buyer in the M&A process. With Stephanie Bogan

Buyer Sources of Capital: Private Equity. With Matt Brinker, MP at Merchant Investment Management

Decoding organic growth: The buyers perspective - The Buyer's Boardroom with Pat McClain.

Ep. 2 What makes a seller more, or less attractive? - The Buyer's Boardroom with Matt Cooper

Ep.1 The inaugural podcast - Let's get deal ready! - The Buyer's Boardroom

Selling Your RIA? Five Ways to Bridge the Valuation Gap

M&A must benefit the client

5 Reasons Sellers Need a Quality of Earnings Report

Financial Advisor Technology Map