Bluespring Wealth Partners Out Loud Podcast

By BluespringWealthPartners

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Category: Investing

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Episodes: 14

Description

Our new podcast was launched to help business owners create what’s next. The Bluespring method focuses on succession planning, creating flexible ownership arrangements, providing capital support, and optimizing your earn-out.

Episode Date
Succession Planning - Becoming a New Firm Leader as a G2 Successor
Aug 13, 2025
Why Mergers Are a Fantastic Growth and Succession Strategy for Advisory Firms
Jun 05, 2025
Ep 13: Navigating the Changing Landscape of Firm Valuations, M&A Trends, and Investing in Next-Gen Advisors
Apr 10, 2025
Ep 7: Finding and Partnering With A G2 Advisor
Feb 08, 2025
Ep 12: Choosing the Right Partner for Your RIA
May 29, 2024
Ep 11: Navigating Change and Building Culture in a Fast-Growing Advisory Firm
Mar 15, 2023
Ep 10: How To Build A Podcast Ft. Quint Tatro
Jan 27, 2023
Ep 9: Industry Influencers And Experts Reveal What Is Driving Valuations Now
Jan 03, 2023
Ep 8: The Future And Evolution Of M&A, And How Partnering Can Benefit All
Jul 13, 2022
Ep 6: The Successor Academy And Its Impact After Completion
Mar 23, 2022
Ep 5: Time For Growth
Jan 19, 2022
Ep 4: Panel Discussion: Why Was Bluespring The Right Decision For Your Business?
May 13, 2021
Ep 3: Ted Jenkin’s Journey Into M&A And Advice For Selling Your Business
Aug 24, 2020
Ep 2: The Experience Of Being A Successor
May 26, 2020