Facilitating Deals and Growing Firms: Fueling Deals Podcast with Corey Kupfer

April 24, 2019

Facilitating Deals and Growing Firms: Fueling Deals Podcast with Corey Kupfer

What You Will Learn:

  • John shares how he founded Advisor Growth Strategies as a go-to resource for professionals in the financial advisor industry. John describes the services and guidance his organization provides to its clients.
  • John describes the types of deals and transactions his organization has been involved in, with a wide range of values. He explains why most of the transactions they have worked on have been for multi-partner firms.
  • Learn why egos and emotions can be a detriment to any deal, potentially causing the deal to break down. John explains why a transaction advisor’s role is to make sure the numbers are fair for everyone and help smooth the process.

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