The Future of Financial Advisory Practices With Scott DiGiammarino
The Perfect RIA · The Perfect RIA
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Show Notes
In this episode, Matthew Jarvis and Scott DiGiammarino discuss the current state of financial advisory practices, focusing on market growth, practice valuation, and the importance of organic growth rates. They explore the reasons behind liquidity events, the challenges of generational transitions, and the competitive landscape for talent acquisition in the financial advisory industry. Scott shares insights on what makes a practice sellable and the various factors that influence its valuation, emphasizing the need for advisors to be proactive in preparing for potential liquidity events.
The Future of Financial Advisory Practices With Scott DiGiammarino
Resources in today's episode: - Matt Jarvis: Website | LinkedIn - Scott DiGiammarino - Website | LinkedIn - Get your practice valuation here - Learn More about our Coaching Programs