Mr. Purple on The Advisor Financing Forum

Boost Post-Acquisition Value with Financial Planning Services

Aaron Hasler, Managing Partner of SkyView, and Tony Stich, COO of NaviPlan by InvestCloud, sat down with Mike Langford to explore how RIAs and independent financial advisors can dramatically increase the value of their business by adding financial planning services.

The value increase is magnified in M&A situations where the RIA or advisor has acquired another company that has yet to offer financial planning services to clients. As Tony Stich explains, financial planning is one of the last bastions of revenue security for financial advisors. It also allows advisors to discover new assets and new opportunities to serve their clients.

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Have you read my latest article on RIA Reflections?

Who walks in next? A hippie from Colorado. He’s like, “Hey, man, do you mind if I join, too?” I’m thinking to myself, what is going on here? A Catholic priest, a born-again Baptist minister, a hippie from Colorado, and a businessman? It sounds like the start of a bad joke, but I move over, and he sits down next to me.

As above suggests, not once do I mention wealth management, financial advice, growth, or even marketing. Make sure to take a peak at my thoughts on the lost art of disagreement.