Legacy Builders

InvestingBusiness2 episodes

The Legacy Builders for Financial Advisors podcast is designed for independent financial advisors who want to do more than just build a practice. They want to build, live, and leave a lasting for their clients, their staff, and their family. Join us each week as podcast host, Shennandoah Connor with Advisor Legacy, interviews subject matter experts, industry insiders, and other advisors. She'll dive deep on a wide range of topics from driving growth, learning to lead, building Nextgen talent, serving clients, planning your succession, and more. Filled with both strategic and tactical advice, each episode will help advisors make values-based,...Show more

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5 Reasons You Need a Coach

2025-03-15

3 min 13 sec

In this episode, we share 5 reasons you need a coach to help you build your financial advisory practice.

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Trends in M&A

2025-02-08

2 min 31 sec

Join me on Legacy Builders as we delve into the latest trends in mergers and acquisitions within the financial advisory sector. In this episode titled "Trends in M&A," I explore the resurgence of M&A activity, driven by pent-up demand and strategic growth opportunities. Discover how private equity firms are reshaping the landscape by investing heavily in wealth management, with the Registered Investment Advisor segment seeing 251 deals in 2023 alone. We also discuss the transformative role of artificial intelligence, which is revolutionizing deal identification and validation. As we look ahead to 2025, strategic buyers are becoming more selective, focusing on firms with proven growth. Additionally, we examine the evolving compensation models and the importance of effective succession planning. Tune in to learn how firms can thrive by embracing these trends. For more insights, visit www.advisorlegacy.com.

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