Jaime Golden is president of Acquisitions at Kingswood U.S., and spends most of his time working with financial advisors who are considering or working through full or partial acquisitions of their firms. In this episode of Power Your Advice, Doug Heikkinen and Jaime discuss trends Jaime is seeing for both rep movement and M&A in our industry.
- Why might an advisor consider changing firms
- The thought process advisors go through before making a change
- What questions come up most in the process, and how Kingswood helps answer them
- How Kingswood helps advisors who have plateaued achieve growth
- What the biggest advantage is for advisors working with Kingswood
Resources: Kingswood U.S.
Source
Power Your Advice