14 episodes

The Advisor Financing Forum is a weekly podcast presented by SkyView Partners. The show is designed to bring you a wide range of conversations with a variety of guests who will share their insights on topics relevant to your business as an independent or registered investment advisor.

The Advisor Financing Forum SkyView Partners

    • Entrepreneurship
    • 4.6 • 5 Ratings

The Advisor Financing Forum is a weekly podcast presented by SkyView Partners. The show is designed to bring you a wide range of conversations with a variety of guests who will share their insights on topics relevant to your business as an independent or registered investment advisor.

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

    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. The access to financing and professional guidance has been crucial to Freedom Street Partner’s success.

    • 51 min
    A Behind the Scenes Look at the Creation of the RIA Lending Market

    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.

    • 46 min
    Common Deal Killers for RIA Lending and How to Avoid Them

    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.

    • 42 min
    How the COVID-19 Pandemic is Impacting Lending for RIA Mergers and Acquisitions

    How the COVID-19 Pandemic is Impacting Lending for RIA Mergers and Acquisitions

    Aaron Hasler, a Managing Partner at SkyView Partners focusing on helping RIAs navigate the mergers and acquisition process explains how the COVID-19 pandemic is impacting the landscape for deals.

    • 41 min
    How to Make Fast Business Moves with NASCAR Driver Tommy Joe Martins

    How to Make Fast Business Moves with NASCAR Driver Tommy Joe Martins

    Tommy Joe Martins, driver of the SkyView Partners #44 Camaro in the NASCAR Xfinity Series joins Scott Wetzel and Mike Langford fun conversation about why fast cars are more fun than golf and the value of moving fast in business to capitalize on opportunities when they present themselves.

    • 51 min
    Why You Should Get An Independent Valuation and Understand Your KPIs

    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!

    • 45 min

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4.6 out of 5
5 Ratings

5 Ratings

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