Industry data validates a trend that I think we all know well: the growing shift away commission business.?This trend being validated by what we see in the M&A market, where firms who successfully grow their recurring revenue are being rewarded with the highest multiples. Advisor Growth Strategies LLC https://lnkd.in/gWF53Jc3
Advisor Growth Strategies LLC
金融服务
Phoenix，AZ 1,634 位关注者
Leading management consulting and transaction advisory firm exclusively for financial advisory firms and institutions
关于我们
Advisor Growth Strategies (AGS), a management consulting and transaction advisory firm, provides financial advisory firms and institutions with the tools and expertise to grow, develop, or exit a firm. AGS partners with the fastest-growing and largest firms across the country to support them in becoming better business owners. AGS has consulted with over 300 independent financial advisory firms, representing $400 billion in managed assets. AGS services include assisting advisors in transition, compensation and equity design, strategic planning, M&A and succession planning.
- 网站
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https://www.advisorgrowthllc.com
Advisor Growth Strategies LLC的外部链接
- 所属行业
- 金融服务
- 规模
- 2-10 人
- 总部
- Phoenix，AZ
- 类型
- 上市公司
- 领域
- Business Management Consulting、Transaction Advisory、Compensation & Equity Design、Succession Planning、Advisor in Transition、Growth Strategies和Strategic Planning
地点
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主要
获取路线
3225 N Central Ave #100
US，AZ，Phoenix，85012
Advisor Growth Strategies LLC员工
动态
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Looking back on the 2025 outlook for M&A: "For sellers, be thoughtful about 'selling into' the M&A hype, as the market is more mature and selective than ever." - Brandon Kawal for AdvisorHub, September 2024 Stay tuned for the RIA Deal Room where we share data-drive insights around buyer preferences. Find out what 2024 revealed about buyer selectivity and what firms should be aware of in this mature market. #mergersandacquisitions https://lnkd.in/gXa5-HnY
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Thank you again to Barron's Advisor and team for hosting a great event and for featuring Brandon Kawal on the M&A panel! If you missed this panel, stay tuned for the ? 2025 RIA Deal Room ? featuring more insights from AGS on what to expect this year as both a buyer and a seller-- coming soon! #BAIndependent
Brian Hamburger, MarketCounsel Consulting | Hamburger Law Firm, Brandon Kawal, Advisor Growth Strategies LLC, and Eric Leeper, CFA, FP Transitions joined moderator Suzanne Siracuse, for a deep dive into the latest trends shaping M&A in wealth management. The panel explored key drivers of deal activity, valuation strategies, and what firm owners and advisors need to know in an evolving landscape. #BAIndependent ??: LILA PHOTO
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Brandon Kawal spoke at Barron's Advisor Independent Summit this morning and shared that: ?? While valuations are at all time highs, the highest premiums are still reserved for the firms that have invested in true business building. What matters more than ever: ?? Aligning team incentives towards business goals ?? Creating a thoughtful client experience ?? Focusing on true organic growth (execution and accountability) Thank you to the panel for a great discussion and to Barron's Advisor and Jack Otter for hosting a great event. #BAIndependent
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John Furey spoke last week at Citywire RIA Summit in Scottsdale about how RIAs must survive amid heavy concentration. Here are a few tactics from the playbooks of large, sustainable firms: ?? Process - repeatable implementation and execution. ?? Niche - showcase the firm's passion or unique strength. ?? Accountability - what gets measured gets done. If your firm is feeling challenged to grow and compete, you might find yourself in 'the messy middle.' Read the full article/survival guide here: https://lnkd.in/g5-qGPxE
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Advisor Growth Strategies LLC转发了
Had a great time discussing the opportunities and challenges of various ownership paths in today's landscape with Michael LaMena (Wealthspire Advisors) and Jack Ginter (Callan Family Office) today! Two outstanding firms with different perspectives. Big thank you to Family Wealth Alliance, Inc. for having me at the Summit--what an excellent event!! Advisor Growth Strategies LLC #RIAs #familyoffice
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Heading to Barron's Advisor Independent Summit next week? Don't miss Brandon Kawal discuss key M&A trends with David DeVoe (DeVoe & Company), Brian Hamburger (MarketCounsel Consulting / Hamburger Law Firm), Eric Leeper, CFA (FP Transitions). This panel will be moderated by Suzanne Siracuse on Friday from 8:50-9:40 AM local. Check out the full agenda: https://lnkd.in/efgzDxg9 #mergersandacquisitions #RIAs
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Exciting new for AGS clients, Unionview Wealth Partners! Congratulations on your partnership with Composition Wealth! Full press release here: https://lnkd.in/gMs6-2Bn
Congratulations to?M Katherine (Katie) Pieper?and?Craig Hanson, CFA?on your partnership with?Composition Wealth?(formerly Miracle Mile)!??Advisor Growth Strategies LLC?is honored to have served as your transaction advisor to help you find the right strategic partner.?We are excited for both parties and look forward to the opportunities this will unlock for?Unionview Wealth Partners and your clients! Read the full press release here: https://lnkd.in/gVsqgAnk #RIAs #mergersandacquisitions
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John Furey gave the keynote at the Citywire RIA CIO Summit in Scottsdale where he and Ian Wenik discussed the topic of sustainable growth in amid industry concentration: "Furey said the secret sauce required for firms to reach a strong organic growth rate of 7-10% or higher comes down to ‘process and accountability systems.’" Read the full article here: https://lnkd.in/g5-qGPxE Amelia Holland Citywire USA Alec Rich
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Advisor Growth Strategies LLC转发了
Thanks for having me Amelia Holland. Always awesome to collaborate with Ian Wenik. ??
Packed house at our Citywire RIA Scottsdale CIO Summit this morning for John Furey's fireside chat with our editor Ian Wenik! Reagan Darrah has recruited over 50 RIAs to join us in Scottsdale for a day and a half of fund manager meetings and networking opportunities with RIAs from across the country. Excited to see all the action unfold over the next two days! Advisor Growth Strategies LLC Citywire USA Michele Luthin
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