THE PERFECT RIA
Click to Play

What You'll Learn In Today's Episode:

  • Why CEOs need to understand the buyer landscape.
  • What Harris has seen with second generation advisors.
  • Matt’s experience with a success plan.
  • The importance of planning well in advance.
  • Why succession agreements are applicable to every advisor.
Table of Contents

What happens when a senior advisor is looking to sell their practice to a junior advisor, but there’s a large gap between the firm’s valuation and the advisor’s income? On today’s What Works Wednesday, Matt is joined by Harris Baltch from Dynasty Financial Partners to share his recommendations for advisors who may be considering selling their practice, as well as an advisor who may be considering buying in the future. Harris will also discuss the importance of CEOs being educated and why planning early can make all the difference in a deal going forward.

Ideas Worth Sharing:

‘90% of what we do is help educate’. - Harris Baltch Share on X “If you’re on either side of a multigenerational firm, you’ve got to start now.’ Matthew Jarvis Share on X ‘Things need to be done now in order to prepare for later.’ Harris Baltch Share on X

Resources In Today's Episode:

Recommended Podcast

Lean Learning and Building True Fans with Pat Flynn [Episode 311]

Building trust through personal stories.

See More

Encore Episode: What Is The Perfect RIA?

Matthew and Micah will be sharing the background story as to why they started The Perfect RIA and the reasons they came together to help you through your financial advisory journey.

See More

Navigating The M&A Landscape With Jessica Polito [Episode 310]

Just keep doing what you’re doing

See More

Contact Us