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The Advisor Financing Forum
52 minutes | 2 months ago
How to Grow Your Financial Advisory Business by Acquiring Another Advisor’s Practice
Scott Danner, CEO of Freedom Street Partners shares what he has learned by acquiring the businesses of several financial advisors over the years. Scott also explains how working with Aaron Hasler and the team at SkyView Partners has accelerated their ability to grow through acquisition. The access to financing and professional guidance has been crucial to Freedom Street Partner’s success.
46 minutes | 3 months ago
A Behind the Scenes Look at the Creation of the RIA Lending Market
Only a few short years ago it was almost unheard of for a bank to lend RIAs and financial advisors money for business acquisitions, expansion, or any of the other use of capital needs that most businesses go to their bank to secure. In this week's episode Mike McGinley of Live Oak Bank joins Scott Wetzel of SkyView Partners to share how they are pioneering a new space of RIA lending together.
43 minutes | 3 months ago
Common Deal Killers for RIA Lending and How to Avoid Them
If you are applying for a loan for your RIA business there are a few red flags and deal killers you should avoid. Jayne Christian, President of Lending and Robert Perry, Chief Credit Officer of SkyView Partners join Mike Langford to share their advice for RIAs seeking loans for M&A, business growth, or succession.
41 minutes | 3 months ago
How the COVID-19 Pandemic is Impacting Lending for RIA Mergers and Acquisitions
Aaron Hasler, a Managing Partner at SkyView Partners focusing on helping RIAs navigate the mergers and acquisition process explains how the COVID-19 pandemic is impacting the landscape for deals.
52 minutes | 4 months ago
How to Make Fast Business Moves with NASCAR Driver Tommy Joe Martins
Tommy Joe Martins, driver of the SkyView Partners #44 Camaro in the NASCAR Xfinity Series joins Scott Wetzel and Mike Langford fun conversation about why fast cars are more fun than golf and the value of moving fast in business to capitalize on opportunities when they present themselves.
46 minutes | 4 months ago
Why You Should Get An Independent Valuation and Understand Your KPIs
Terry Mullen, CEO of Truelytics joins Scott Wetzel, CEO of SkyView Partners for a conversation about valuations, key performance indicators, and why we aren't seeing a great wave of advisors transitioning out of the business... yet!
37 minutes | 5 months ago
How to Navigate the Emotional Side of Selling a Financial Advisory Firm
Kara Miller, Director of Banking and M&A Services at SkyView Partners helps financial advisors and owners of RIA firms manage the process of selling their business. She also helps them work through the emotional rollercoaster that tends to come with selling a business one has spent decades building.
27 minutes | 5 months ago
The Benefits of Conventional Loans vs SBA Loans for RIAs and Financial Advisors
Conventional commercial bank loans are a relatively new phenomenon for RIAs and independent financial advisors. According to Scott Wetzel, CEO of SkyView Partners there are several benefits to conventional bank financing over the SBA loans that many financial advisory businesses may have explored in the past. If you have questions or suggestions feel free to reach out via email@example.com
43 minutes | 5 months ago
A Roadmap for Buying a Financial Advisory Business
Katie Bruner, a Managing Partner at SkyView Partners shares the details of an action plan for RIAs and independent financial advisor to discover and acquire a practice in today's highly competitive market. Visit SkyView.com to request a copy of the roadmap or call 866.567.6282 to get started on your practice acquisition journey.
41 minutes | 6 months ago
How Changes in Unemployment Numbers May Affect Financial Advisors
According to John Merante, Chief Economist at SkyView Partners, there are several ripple effects stemming from the high level of unemployment that are likely to impact financial advisors and RIAs in the months to come.
20 minutes | 6 months ago
Business Financing 101 for Independent Financial Advisors and RIAs
Scott Wetzel, CEO of SkyView Partners continues his conversation with Mike Langford. In this episode Scott explains the importance of access to traditional commercial loans for today's independent financial advisors and RIA firms. These loans allow advisors greater flexibility and buying power for M&A transactions and they open up a whole range of new options for growing and transitioning a business that were previous enjoyed by very few advisors.
23 minutes | 6 months ago
How SkyView Partners is Changing the Financing Landscape for Independent Advisors and RIAs
Scott Wetzel, CEO of SkyView Partners joins Mike Langford to share the origin story of the SkyView and how the company's team is helping independent financial advisors and RIAs achieve their goals for M&A, succession planning, partial business sales, restructuring of debt, and cash outs.
42 minutes | 6 months ago
Should You Be Worried About The Explosion In Our National Debt?
Macro Economics in Plain English with John Merante, Chief Economist at SkyView Partners. John puts the national debt into a unique perspective for financial advisors who have clients that are concerned about its dramatic increase during the COVID-19 pandemic. John helps frame how advisors and RIAs can use the analysis he publishes to better serve their clients. John also invites listeners to send in their questions or suggestions for topics to be covered during future appearances on the show to firstname.lastname@example.org
3 minutes | 6 months ago
Introducing The Advisor Financing Forum Podcast by SkyView Partners
Welcome to The Advisor Financing Forum! SkyView Partners is excited to announce a new podcast for independent and registered investment advisors and the community of professionals that support them. In this show, hosted by Mike Langford, you will get to spend time with a variety of guests as well as the team at SkyView as we explore topics of interest to you and your business.And of course, we plan to make this show entertaining and engaging as well. We think you are going to love it! If you have questions or suggestions for the show send them to email@example.com
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