{"version":"1.0","type":"rich","provider_name":"Acast","provider_url":"https://acast.com","height":250,"width":700,"html":"<iframe src=\"https://embed.acast.com/$/62bb1f9c21e4cb00121193ed/67645d1ca977962b2e7f0422?\" frameBorder=\"0\" width=\"700\" height=\"250\"></iframe>","title":"Organic growth, investors, and exits with Abby Salameh","description":"<h2>What’s your advisor Swan Song?</h2><p><br></p><p>In this episode, Adam Holt &amp; Derek Notman spoke with pivotal figure Abby Salameh about organic growth, PE &amp; VC investors and their impact on wealth management firms, and exit strategies.&nbsp; Everything from organic growth and acquisitions to the impact of AI, we have a fun chat that is sure to give you some great insights and action items.</p><p><br></p><p><strong>We talk about:</strong></p><p><br></p><ul><li>Private equity (PE) firms impact on the wealth management landscape -&nbsp;</li><li>How RFG advisors are Organically growing at 20 percent year-over-year.&nbsp;&nbsp;</li><li>Is being acquired (PE) a good long term strategy for an advisors business? What are the true impacts?</li><li>The Importance of technology in reducing operational burdens</li><li>The $30 trillion wealth transfer to women</li><li>The Need for an organic growth strategy for acquisitions (Growth Rate.. not just ARR</li><li>AI's potential impact on marketing and operational efficiency</li><li>And more</li></ul><p><br></p><h3><strong>Resources:</strong></h3><p><br></p><ul><li><a href=\"https://www.linkedin.com/in/abbysalameh/\" rel=\"noopener noreferrer\" target=\"_blank\">Follow Abby Salameh on LinkedIn</a></li><li><a href=\"https://rfgadvisory.com/\" rel=\"noopener noreferrer\" target=\"_blank\">Learn more about RFG Advisory</a></li><li><a href=\"https://www.linkedin.com/company/rethinkfa/\" rel=\"noopener noreferrer\" target=\"_blank\">Follow RethinkFA on LinkedIn</a></li></ul><p><br></p><p><br></p><h3><strong>Connect With Adam Holt:</strong></h3><p><br></p><ul><li><a href=\"mailto:support@asset-map.com\" rel=\"noopener noreferrer\" target=\"_blank\">support@asset-map.com</a>&nbsp;</li><li><a href=\"https://www.asset-map.com/\" rel=\"noopener noreferrer\" target=\"_blank\">Asset-Map&nbsp;</a></li><li><a href=\"https://www.linkedin.com/in/hadamholt/\" rel=\"noopener noreferrer\" target=\"_blank\">LinkedIn: Adam Holt</a></li><li><a href=\"https://www.linkedin.com/company/asset-map/\" rel=\"noopener noreferrer\" target=\"_blank\">LinkedIn: Asset-Map</a></li><li><a href=\"https://www.facebook.com/Asset-Mapcom-305328046167985/\" rel=\"noopener noreferrer\" target=\"_blank\">Facebook: Asset-Map</a></li><li><a href=\"https://twitter.com/asset_map\" rel=\"noopener noreferrer\" target=\"_blank\">Twitter: Asset_Map</a></li><li><a href=\"https://www.youtube.com/channel/UCzIhXGvI5YnL62TOQR4gcEA\" rel=\"noopener noreferrer\" target=\"_blank\">YouTube: Asset-Map&nbsp;</a></li></ul><p><br></p><h3><strong>Connect With Derek Notman:</strong></h3><p><br></p><ul><li><a href=\"https://www.couplr.ai/\" rel=\"noopener noreferrer\" target=\"_blank\">Check out Couplr AI</a></li><li><a href=\"https://www.linkedin.com/in/dereknotman/\" rel=\"noopener noreferrer\" target=\"_blank\">LinkedIn: Derek Notman</a></li></ul><p><br></p>","author_name":"H. Adam Holt, CFP and Derek N.H. Notman, CFP"}