DealQuest  Podcast with Corey Kupfer

DealQuest Podcast with Corey Kupfer

Hosted by: Corey Kupfer

Why do some companies grow by leaps and bounds while others only inch forward? Simple. They embrace Deal-Driven Growth in addition to organic growth! DealQuest is where you learn how to strategize, prepare for, find,...

Episodes

Episode 223: Building Your Investment Portfolio: Playing Offense-Defense and Leveraging Your Wealth with Denver Nowicz

Season #1

Founder of WealthForLife.net, Denver Nowicz, is a seasoned fiduciary with over 20 years of experience in the financial industry. As a fiduciary, Denver is committed to always acting in the best interests of his...
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Episode 222: Navigating the SBA Loan Landscape with Bruce Marks

Season #1

Bruce Marks, an expert in mergers and acquisitions lending, is a well-respected figure in the industry with over 35 years of experience in SBA lending. He specializes in deals with enterprise values between $3 - $8...
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Episode 221: M&A Talk with Leading RIA Aggregators and Integrators: Claire O’Keefe of Cerity Partners

Season #1

Claire O'Keefe has an impressive resume in the wealth management industry. As Partner and the Head of Partner Development in Cerity Partners’ Chicago office, she also serves as member of the company’s Executive...
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Episode 220: The Art of Balancing Market Conditions and Client Motivations in Deals with Corey Kupfer

Season #1

In the wealth management industry, deals have been reaching record-breaking levels in recent years; however, a recent DeVoe report showed a significant drop in deals in October 2022, which raised concerns among...
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Episode 219: M&A Talk with Leading RIA Aggregators and Integrators: Stan Gregor of Summit Financial

Season #1

Stan Gregor, CEO of Summit Financial, is a seasoned business leader with over 30 years of experience in various industries such as banking, wealth management, insurance, and investment banking. Throughout his career,...
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Episode 218: Bringing the Digital Information Age to Wealth Management with Thomas Samuelson

Season #1

homas Samuelson, founder of BRON Investor Network, is a seasoned professional in the finance and capital markets industry with over 30 years of experience. Thomas has an impressive background in finance and capital...
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Episode 217: Finding the Sellability of a Business with Jennifer Smith Broeckling

Season #1

Jennifer Smith Broeckling is a finance expert and relational extrovert, making her an ideal advisor for owners and acquirers of middle market enterprises. She values collaboration over command, believing that success...
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Episode 216: M&A Talk with Leading RIA Aggregators and Integrators: Marty Bicknell of Mariner Wealth Advisors

Season #1

Marty Bicknell is the CEO and President of Mariner Wealth Advisors. As CEO and President, he drives the strategic direction for the firm, coming up with innovative solutions to help meet the needs of Mariner’s...
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Episode 215: Negotiating Your Worth: Gender Differences in Negotiation with Wies Bratby

Season #1

Women in the business world face unique challenges, especially when it comes to negotiating their worth. From unequal pay to lack of representation in leadership positions, women often struggle to reach their full...
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Episode 214: M&A Talk with Leading RIA Aggregators and Integrators: Jim Dickson of Sanctuary Wealth

Season #1

RIA M&A deals make up 91% of all deals currently being made in the space. While it’s a wonderful time for the space due to more aggregators and integrators, more funding, and more private equity, there’s also room...
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Episode 213: A Discussion on Business Partnerships with Corey Kupfer

Season #1

I’ve frequently talked about various alliances in businesses, but today let’s specifically discuss business partnerships. At its core, choosing a business partnership is a deal, and so for many, choosing a business...
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Episode 212: An M&A Matchmaking Firm with Brian Scanlon & Joe Zanca

Season #1

DealQuest Community, this week I bring you another triple discussion. This week I have Brian Scanlon and Joe Zanca, Managing Partners of Dealgen Partners. DealGen Partners is a Deal Orientation company sourcing deals...
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