• Organic growth, investors, and exits with Abby Salameh

  • 2024/12/20
  • 再生時間： 32 分
  • ポッドキャスト

Organic growth, investors, and exits with Abby Salameh

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  • サマリー

  • What’s your advisor Swan Song?


    In this episode, Adam Holt & Derek Notman spoke with pivotal figure Abby Salameh about organic growth, PE & VC investors and their impact on wealth management firms, and exit strategies. Everything from organic growth and acquisitions to the impact of AI, we have a fun chat that is sure to give you some great insights and action items.


    We talk about:


    • Private equity (PE) firms impact on the wealth management landscape -
    • How RFG advisors are Organically growing at 20 percent year-over-year.
    • Is being acquired (PE) a good long term strategy for an advisors business? What are the true impacts?
    • The Importance of technology in reducing operational burdens
    • The $30 trillion wealth transfer to women
    • The Need for an organic growth strategy for acquisitions (Growth Rate.. not just ARR
    • AI's potential impact on marketing and operational efficiency
    • And more


    Resources:


    • Follow Abby Salameh on LinkedIn
    • Learn more about RFG Advisory
    • Follow RethinkFA on LinkedIn



    Connect With Adam Holt:


    • support@asset-map.com
    • Asset-Map
    • LinkedIn: Adam Holt
    • LinkedIn: Asset-Map
    • Facebook: Asset-Map
    • Twitter: Asset_Map
    • YouTube: Asset-Map


    Connect With Derek Notman:


    • Check out Couplr AI
    • LinkedIn: Derek Notman



    Hosted on Acast. See acast.com/privacy for more information.
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あらすじ・解説

What’s your advisor Swan Song?


In this episode, Adam Holt & Derek Notman spoke with pivotal figure Abby Salameh about organic growth, PE & VC investors and their impact on wealth management firms, and exit strategies. Everything from organic growth and acquisitions to the impact of AI, we have a fun chat that is sure to give you some great insights and action items.


We talk about:


  • Private equity (PE) firms impact on the wealth management landscape -
  • How RFG advisors are Organically growing at 20 percent year-over-year.
  • Is being acquired (PE) a good long term strategy for an advisors business? What are the true impacts?
  • The Importance of technology in reducing operational burdens
  • The $30 trillion wealth transfer to women
  • The Need for an organic growth strategy for acquisitions (Growth Rate.. not just ARR
  • AI's potential impact on marketing and operational efficiency
  • And more


Resources:


  • Follow Abby Salameh on LinkedIn
  • Learn more about RFG Advisory
  • Follow RethinkFA on LinkedIn



Connect With Adam Holt:


  • support@asset-map.com
  • Asset-Map
  • LinkedIn: Adam Holt
  • LinkedIn: Asset-Map
  • Facebook: Asset-Map
  • Twitter: Asset_Map
  • YouTube: Asset-Map


Connect With Derek Notman:


  • Check out Couplr AI
  • LinkedIn: Derek Notman



Hosted on Acast. See acast.com/privacy for more information.
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