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Episode 43: How to sell and how NOT to sell your RIA episode artwork

EPISODE · Jun 24, 2025 · 30 MIN

Episode 43: How to sell and how NOT to sell your RIA

from goRIA Podcast · host goRIA Podcast

Chuck is looking to sell a portion of his firm, Sovereign Financial Group, to his #NextGen staff and advisors. So, of course, he turned to industry M&A guru, Corey Kupfer, for some advice...

What this episode covers

Chuck is looking to sell a portion of his firm, Sovereign Financial Group, to his #NextGen staff and advisors. So, of course, he turned to industry M&A guru, Corey Kupfer, for some advice...

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Episode 43: How to sell and how NOT to sell your RIA

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Frequently Asked Questions

How long is this episode of goRIA Podcast?

This episode is 30 minutes long.

When was this goRIA Podcast episode published?

This episode was published on June 24, 2025.

What is this episode about?

Chuck is looking to sell a portion of his firm, Sovereign Financial Group, to his #NextGen staff and advisors. So, of course, he turned to industry M&A guru, Corey Kupfer, for some advice...

Can I download this goRIA Podcast episode?

Yes, you can download this episode by clicking the download button on the episode player, or subscribe to the podcast in your preferred podcast app for automatic downloads.
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