2005 and Strategic Planning - Financial Advisor Source

John Furey On How Multi-Billion-Dollar RIAs and Private Equity Are Reshaping the RIA Landscape

Steve Sanduski

AUGUST 22, 2023

Carving out a place for your firm is going to require a new level of clarity around both strategic planning and how you communicate what makes you unique to your team, clients, and prospects. Some of these firms are growing organically, many more are only growing at the rate of market returns.

Strategic Planning

Strategic Planning Communication Valuation Investment Advisor

Transcript: William Cohan

The Big Picture

FEBRUARY 7, 2023

You know, they hired this guy, Mike Carpenter, you know, from McKinsey to be the M&A guy and you know, just create a strategic planning department just to do deals. Jamie has been there since, whatever, 2005. They were really an M&A machine. RITHOLTZ: And they did a ton of them, didn’t they? RITHOLTZ: Right.

Engineering

Engineering Banking Numbers Management

Financial Advisor Source

John Furey On How Multi-Billion-Dollar RIAs and Private Equity Are Reshaping the RIA Landscape

Transcript: William Cohan

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