Why some RIA Firm Purchases Fail and Others Flourish

from Modern Financial Advisor · host Truelytics by Envestnet

Brian Nuttall, Joe DeMarco, and Rick Wilkens of Elevate CPA Group return to the show to join Mike Langford for an exploration of what an RIA or independent financial advisor can do to ensure they succeed when buying another RIA firm or book of business.

Episode metadata supplied by the publisher feed · Published May 27, 2021

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Why some RIA Firm Purchases Fail and Others Flourish

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This episode was published on May 27, 2021.

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