Dan Kreuter, Chairman at Gladstone Group and one of the leading experts in Advisor M&A, moderated a panel at BooST 2020 March 3 that examined the trends that will propel Advisor M&A to even greater heights in the coming years.
With approximately 40% of advisors expected to retire in the next decade, this promises to be one of the dominant themes over the next 5 to 10 years. Learn about his Five “Elements of Power” needed to scale your business and more.
Network. Learn. Grow.
Gladstone Group’s Annual M&A Conference is the wealth management industry’s premier event for successful Registered Investment Advisors who want to learn more about how to surpass their firm’s goals via a merger or acquisition.
The audience is RIAs, the format is engaging, and the business opportunities are plentiful.
Gladstone’s Sr Managing Director Derek Bruton conducts incisive interviews with industry notables in the ‘Can You Hold My Attention’ series
RIA Wealth Managers, Fin/WealthTech, Private Equity Funds, Banks & Insurance Cos, Money Managers and Family Offices recognize that having the best advice and representation is critical to achieving success.
Whether you were referred by a trusted colleague or simply doing preliminary research, we look forward to learning more about your business and providing a no-cost initial consultation to find out if our skills match your needs.
Please connect with us today and we’ll be happy to have a confidential discussion.
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