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| Episode | Date |
|---|---|
|
Succession Planning - Becoming a New Firm Leader as a G2 Successor
|
Aug 13, 2025 |
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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 |
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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 |
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Ep 5: Time For Growth
|
Jan 19, 2022 |
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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 |