Search a title or topic

Over 20 million podcasts, powered by 

Player FM logo
Artwork

Content provided by Elite Consulting Partners. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Elite Consulting Partners or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
Player FM - Podcast App
Go offline with the Player FM app!

Financial Advisor Transitions: Don’t Get Played on Recruiting Deal Numbers

38:00
 
Share
 

Manage episode 507085250 series 2815497
Content provided by Elite Consulting Partners. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Elite Consulting Partners or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Key highlights from the episode:

0:00 – Introduction

4:00 – The emotional toll of moving your practice and why vague deal ranges make it worse

6:45 – Real examples of how inflated promises derail transitions and waste time

9:55 – What advisors should demand up front to ensure accurate pro formas and offers

16:30 – Why working with the right consultant can maximize your deal value and prevent costly mistakes

36:35 – Closing thoughts & contact info

If you’re considering a transition, don’t let hype or half-truths guide your decision. Learn how to spot red flags, negotiate effectively, and choose a firm that truly supports your business.

--

Learn more about our companies and resources:

-Elite Consulting Partners | Financial Advisor Transitions: https://eliteconsultingpartners.com

-Elite Marketing Concepts | Marketing Services for Financial Advisors: https://elitemarketingconcepts.com

-Elite Advisor Successions | Advisor Mergers and Acquisitions: https://eliteadvisorsuccessions.com

-JEDI Database Solutions | Technology Solutions for Advisors: https://jedidatabasesolutions.com

Listen to more Advisor Talk episodes: https://eliteconsultingpartners.com/podcasts/

  continue reading

299 episodes

Artwork
iconShare
 
Manage episode 507085250 series 2815497
Content provided by Elite Consulting Partners. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Elite Consulting Partners or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Key highlights from the episode:

0:00 – Introduction

4:00 – The emotional toll of moving your practice and why vague deal ranges make it worse

6:45 – Real examples of how inflated promises derail transitions and waste time

9:55 – What advisors should demand up front to ensure accurate pro formas and offers

16:30 – Why working with the right consultant can maximize your deal value and prevent costly mistakes

36:35 – Closing thoughts & contact info

If you’re considering a transition, don’t let hype or half-truths guide your decision. Learn how to spot red flags, negotiate effectively, and choose a firm that truly supports your business.

--

Learn more about our companies and resources:

-Elite Consulting Partners | Financial Advisor Transitions: https://eliteconsultingpartners.com

-Elite Marketing Concepts | Marketing Services for Financial Advisors: https://elitemarketingconcepts.com

-Elite Advisor Successions | Advisor Mergers and Acquisitions: https://eliteadvisorsuccessions.com

-JEDI Database Solutions | Technology Solutions for Advisors: https://jedidatabasesolutions.com

Listen to more Advisor Talk episodes: https://eliteconsultingpartners.com/podcasts/

  continue reading

299 episodes

All episodes

×
 
Loading …

Welcome to Player FM!

Player FM is scanning the web for high-quality podcasts for you to enjoy right now. It's the best podcast app and works on Android, iPhone, and the web. Signup to sync subscriptions across devices.

 

Copyright 2025 | Privacy Policy | Terms of Service | | Copyright
Listen to this show while you explore
Play