How to Grow Your Financial Advisory Business by Acquiring Another Advisor’s Practice

Scott Danner, CEO of Freedom Street Partners shares what he has learned by acquiring the businesses of several financial advisors over the years. Scott also explains how working with Aaron Hasler and the team at SkyView Partners has accelerated their ability to grow through acquisition. Access to financing and professional guidance has been crucial to Freedom Street Partner’s success.

If you would like to reach out to SkyView Partners to explore financing for your advisory business simply click here to shoot the team an email.

A Behind the Scenes Look at the Creation of the RIA Lending Market

Only a few short years ago it was almost unheard of for a bank to lend RIAs and financial advisors money for business acquisitions, expansion, or any of the other use of capital needs that most businesses go to their bank to secure. In this week's episode, Mike McGinley of Live Oak Bank joins Scott Wetzel of SkyView Partners to share how they are pioneering a new space of RIA lending together.

If you would like to explore how SkyView Partners can help you with your RIA lending needs simply click here to reach out to the team.

Common Deal Killers for RIA Lending and How to Avoid Them

If you are applying for a loan for your RIA business there are a few red flags and deal killers you should avoid. Jayne Christian, President of Lending and Robert Perry, Chief Credit Officer of SkyView Partners join Mike Langford to share their advice for RIAs seeking loans for M&A, business growth, or succession.

If you would like to explore an RIA loan or a loan for your independent advisory business reach out to Jayne and the team at SkyView by clicking here.

Why You Should Get An Independent Valuation and Understand Your KPIs

Terry Mullen, CEO of Truelytics joins Scott Wetzel, CEO of SkyView Partners for a conversation about valuations, key performance indicators, and why we aren't seeing a great wave of advisors transitioning out of the business... yet!

If you would like to explore financing options for your RIA or individual financial advisory business simply email the team at SkyView Partners and someone will get right back to you.

How to Navigate the Emotional Side of Selling a Financial Advisory Firm

Kara Miller, Director of Banking and M&A Services at SkyView Partners helps financial advisors and owners of RIA firms manage the process of selling their business. She also helps them work through the emotional rollercoaster that tends to come with selling a business one has spent decades building.

If you are interested in learning more about selling your firm and how SkyView can help reach out via email by clicking here.

A Roadmap for Buying a Financial Advisory Business

Katie Bruner, a Managing Partner at SkyView Partners shares the details of an action plan for RIAs and independent financial advisor to discover and acquire a practice in today's highly competitive market.

Visit SkyView.com to request a copy of the roadmap or call 866.567.6282 to get started on your practice acquisition journey.

If you have questions for Katie or suggestions for topics or guests for the podcast feel free to reach out via email.

How Changes in Unemployment Numbers May Affect Financial Advisors

According to John Merante, Chief Economist at SkyView Partners, there are several ripple effects stemming from the high levels of unemployment that are likely to impact financial advisors and RIAs in the months to come.

In this episode, John expands on his latest white paper “Workers Returned at a Record Pace, but Unemployment Remains at Depression Era Levels” with an in-depth exploration of why this is a uniquely challenging time for the labor market and for the economists working to analyze it.

If you have questions or suggestions for John Merante or for The Advisor Financing Forum please shoot them an email.

Business Financing 101 for Independent Financial Advisors and RIAs

Scott Wetzel shares how advisors and RIAs can access traditional commercial loans that were previously unavailable to the segment.

In this episode, Scott explains the importance of access to traditional commercial loans for today's independent financial advisors and RIA firms. These loans allow advisors greater flexibility and buying power for M&A transactions and they open up a whole range of new options for growing and transitioning a business that was previously enjoyed by very few advisors.

Should You Be Worried About The Explosion In Our National Debt?

Macro Economics in Plain English with John Merante, Chief Economist at SkyView Partners.

John puts the national debt into a unique perspective for financial advisors who have clients that are concerned about its dramatic increase during the COVID-19 pandemic. John helps frame how advisors and RIAs can use the analysis he publishes to better serve their clients. 

You can read John Merante’s white paper titled “Should Explosion in the National Debt Cause Us to Worry?” on SkyView’s website.

John also invites listeners to send in their questions or suggestions for topics to be covered during future appearances on the show to podcast@skyview.com