Business Financing 101 for Independent Financial Advisors and RIAs

Written By Mike Langford

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.

Mike Langford
Founder & CEO of finservMarketing. Financial services industry veteran with over 20 years of experience in both retail and institutional segments. Early pioneer in the use of social media and digital marketing for financial advisors.
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