Episode 82
How To Secure Financing For Your RIA Or Multi-Advisor Wealth Management Firm
Modern Financial Advisor · Truelytics by Envestnet
May 27, 202243m 21s
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Show Notes
Jeff Conyer, CEO of Wealth Advisor Financing joins Mike Langford for an expansive conversation about how financial advisors and RIA firms can secure the financing they need for M&A deals and succession.