Common Deal Killers for RIA Lending and How to Avoid Them

Written By Mike Langford

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.

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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