Organic growth, investors, and exits with Abby Salameh

What’s your advisor Swan Song?In this episode, Adam Holt & Derek Notman spoke with pivotal figure Abby Salameh about organic growth, PE & VC investors and their impact on wealth management firms, and exit strategies.  Everything from organic growth and acquisitions to the impact of AI, we have a fun chat that is sure to give you some great insights and action items.We talk about:Private equity (PE) firms impact on the wealth management landscape - How RFG advisors are Organically growing at 20 percent year-over-year.  Is being acquired (PE) a good long term strategy for an advisors business? What are the true impacts?The Importance of technology in reducing operational burdensThe $30 trillion wealth transfer to womenThe Need for an organic growth strategy for acquisitions (Growth Rate.. not just ARRAI's potential impact on marketing and operational efficiencyAnd moreResources:Follow Abby Salameh on LinkedInLearn more about RFG AdvisoryFollow RethinkFA on LinkedInConnect With Adam Holt:[email protected] Asset-Map LinkedIn: Adam HoltLinkedIn: Asset-MapFacebook: Asset-MapTwitter: Asset_MapYouTube: Asset-Map Connect With Derek Notman:Check out Couplr AILinkedIn: Derek Notman Hosted on Acast. See acast.com/privacy for more information.