How The CEO Of A $2 Billion RIA Approaches Buying Other Firms
Listen now
Description
Nick Asmus, CEO of Berger Financial Group joins Scott Wetzel and Mike Langford for a conversation about Berger's latest acquisition and what Nick and his team have learned since his first appearance the podcast back in 2021.
More Episodes
Published 01/30/24
Jeff Benjamin, Wealth Management Editor and Journalist at etf.com joins Katie Bruner, President of SkyView Holdings and Mike Langford for an expansive conversation about the evolving landscape for M&A deals for RIAs and other financial advisory businesses. Jeff recently interviewed Katie...
Published 01/05/24
Katie Bruner, President of SkyView Holdings joins Aaron Hasler and Mike Langford for a deep dive on the resiliency of the mergers and acquisitions market in the wealth management industry. This episode builds on the recent article Aaron and Katie co-authored for WealthManagement.com by the...
Published 09/01/23