All Episodes
Episodes
Episode 209: M&A Talk with Leading RIA Aggregators and Integrators: Bob Oros of Hightower Advisors
Bob Oros is Chairman and CEO of Hightower Advisors, a national wealth management firm focusing on empowered investing for independent-minded financial advisory businesses to drive growth and help clients achieve what...
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Episode 208: Mortgage Note Buying with Scott Carson
Entrepreneur, podcast host of Note Closers Podcast, and President of WeCloseNotes.com, Scott Carson, is an expert in real estate investing, raising capital, and marketing. He has a heavy focus in guesting on podcasts,...
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Episode 207: M&A Talk with Leading RIA Aggregators and Integrators: David Canter of Bluespring Wealth Partners
Musician, Lawyer, and President of one of the nation’s premier RIA firms, David Canter, is focused on positioning Bluespring Wealth Partners as one of the premiere acquirers in the industry. He is very hands-on with...
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Episode 206: Should Uncertainties In The Market Impact Your Deal-Making? with Corey Kupfer
There are undoubtedly many uncertainties and changes happening in the economy right now. Many businesspeople are feeling those uncertainties currently due to the stock market correction, increasing interest rates,...
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Episode 205: M&A Talk with Leading RIA Aggregators and Integrators: Allworth Financial with Pat McClain
Pat McClain, Senior Partner and Co-Founder of Allworth Financial is much more than his company. He is distinguished in the RIA industry, co-hosting for more than two decades Allworth Financial’s Money Matters, one of...
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Episode 204: Breaking Away and Strategic Growth with Phil Fiore
Having more than 25 years of experience, Procyon Partners’ Co-Founder, Phil Fiore, has extensive experience and expertise in the investment advisory space. In addition to being a co-founder of Procyon in 2017, Phil...
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Episode 203: M&A Talk Series: Holiday Schedule with Corey Kupfer
Episode 202: From Sports Star to High-Powered Real Estate Investment with Logan Freeman
Co-Founder, Chief Development Officer, and Principal of FTW Investments, Logan Freeman, is uniquely talented in investments while remaining compassionate. Alongside his fellow co-founders, Cory Tuck and Parker Webb,...
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Episode 201: M&A Talk with Leading RIA Aggregators and Integrators: Matthew Cooper of Beacon Pointe Advisors
There are many impressive things about Matthew Cooper. In addition to being featured in Forbes Magazine, he was named a finalist for “Individual Thought Leader of the Year” for the 2019 WealthManagement.com Wealthies...
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Episode 200: Setting yourself apart in short-term rentals with Alex Jarbo
A native of Detroit Michigan, Alex Jarbo didn’t grow up wanting to be a short-term rental developer. In his teenage years, Alex developed a deep respect for engineering, especially aerospace engineering. But like most...
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Episode 199: M&A Talk with Leading RIA Aggregators and Integrators: Introduction with Corey Kupfer
On Wednesday’s episode of the DealQuest Podcast, I discussed attending two RIA M&A conferences, and how I felt inspired to create a special series on the DealQuest Podcast dedicated only to the topic of the...
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Episode 198: M&A Conferences In The RIA Space with Corey Kupfer
In the RIA M&A arena, fall is a busy time for conferences. I had the pleasure to attend two such conferences recently, both run by quality investment banking firms competing against one another in the RIA market....
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