STRATOS

In the latest episode, Jeff invited Gary Kuhn, our National Business Development Manager, to the show to discuss the ever-evolving landscape of talent acquisition. Click here to listen: https://lnkd.in/enm7fCjy "The biggest indicator of success that I've seen in my 10 years of doing this has been the ability for a mentor-mentee relationship, and really just presenting upfront expectations and creating a roadmap for the mentee." —?Gary Kuhn

Congratulations to our hardworking CEO, Jeff Concepcion! Well-deserved recognition. https://lnkd.in/gUuxJpVN

Thursday October 24th, 2024 our Director of National Sales, Michael O'Brien, will be the keynote speaker at the Madison Beach Hotel in Madison, CT. If you are thinking about acquiring a practice or want to understand the current market for accurately evaluating your book of business, we welcome you to join us. To Register: https://lnkd.in/erHZBwPV

Rochester, NY get ready for a big event at the Irondequoit Country Club! We would like to invite advisors in the area for an event full best practices and comprehensive dialogue around practice acquisition, both on the buy and the sell side. To Register: https://lnkd.in/e58YeEDy

In the latest episode, Jeff welcomes special guests Ted Jenkin and Scott DiGiammarino, founders of JPTD Partners. In this episode, it's all about M&A. They discuss understanding valuation metrics and the significance of recurring revenue and organic AUM growth, the pitfalls of DIY approaches, the importance of cultural fit and why it matters more than money alone, and the potential for minority transactions. Click here to listen to the full podcast: https://lnkd.in/eEHPU9yq

#StratosWealthPartners has been recognized by Barron's Advisor as a Top RIA Firm for the seventh consecutive year. The firm rose in the ranking to No. 22, up seven places from last year's list. Barron’s Top RIA Firms list was created in 2016 to rank independent advisory companies “based on assets managed by the firms, growth, technology spending, succession planning and other metrics. The publication gathered information based on a survey of the firm's assets, revenue, advisor growth and client retention. The methodology includes qualitative factors including experience, degrees, diversity, charitable work and compliance records. See the list at?https://lnkd.in/eCP8fPjB. Barron's Top RIA Firms was created by Barron's and presented in September 2024 based on data gathered in August. No fee was paid to be included in the ranking. Not indicative of an advisor's future performance. Your experience may vary. https://lnkd.in/euE5KtWJ

Please join us in Westchester, NY for an upcoming educational and networking event. We will share ideas on “Preparing Yourself and Your Business for Practice Acquisitions.” For more details and to register for this free event visit: https://lnkd.in/gXDtu22k

Join us in Denver, CO for an exclusive event hosted by FA Workshops and their partners! ?? To register, visit: https://lnkd.in/eT3dfd6y

In a recent ThinkAdvisor op-ed, Stratos’ Brian Bunker, MBA, CIMA, CMFC and Michael O'Brien outlined several key questions that potential acquirers should ask about the firms they are considering—as well as of themselves—before making any deals. ? “The ultimate success of mergers-and-acquisition-based growth — especially at the financial advisor firm level — requires an honest assessment of readiness, a precise alignment of interests across all parties and prioritizing your team’s ability to deliver the same level of service to clients,” they write. ? Read the entire checklist on #ThinkAdvisor’s website. ? #MandA #FinancialAdvisors #WealthManagement #FinancialServices #Stratos #BrianBunker #MichaelOBrien. ? https://lnkd.in/exQ3uUYv

A round of applause for #Stratos CEO Jeff Concepcion and Stratos Wealth Enterprises President Lou Camacho for being named finalists in ThinkAdvisors' Luminaries awards program! Jeff was named a finalist for Executive of the Year in the RIAs more than $10 billion AUM/AUA category and Lou is a finalist in the M&A Leader of the Year category for RIAs with more than $10 billion AUM/AUA. The Luminaries program "recognizes the visionary firms and individuals driving innovation and making a transformative impact on both the industry and the profession." Winners will be announced on Dec. 11 at a ceremony in New York City. See the full list of finalists at: https://lnkd.in/gcZRCnp2 Nominations were submitted to ThinkAdvisor between June and July 2024. No fee was paid to be included in the ranking or to hold out marketing materials. Inclusion on the list is not an indication of an advisor's future performance. Your experience may vary. #WealthManagement #FinancialServices #FinancialAdvisors