Rethink. The Financial Advisor Podcast - Episode 69: Organic Growth, Investors, and Exits with Abby Salameh

What’s your advisor Swan Song?

In this episode, Adam Holt & Derek Notman spoke with pivotal figure Abby Salameh about organic growth, PE & VC investors and their impact on wealth management firms and exit strategies.  Everything from organic growth and acquisitions to the impact of AI, we have a fun chat that is sure to give you some great insights and action items.

We talk about:

• Private equity (PE) firms impact on the wealth management landscape - 

• How RFG advisors are Organically growing at 20 percent year-over-year.  

• Is being acquired (PE) a good long term strategy for an advisors business? What are the true impacts?

• The Importance of technology in reducing operational burdens

• The $30 trillion wealth transfer to women

• The Need for an organic growth strategy for acquisitions (Growth Rate.. not just ARR

• AI's potential impact on marketing and operational efficiency

• And more

Resources:

• Follow Abby Salameh on LinkedIn

• Learn more about RFG Advisory

• Follow RethinkFA on LinkedIn

Connect With Adam Holt:

• support@asset-map.com 

• Asset-Map 

• LinkedIn: Adam Holt

• LinkedIn: Asset-Map

• Facebook: Asset-Map

• Twitter: Asset_Map

• YouTube: Asset-Map 

Connect With Derek Notman:

• Check out Couplr AI

• LinkedIn: Derek Notman