Laurie Barkman joined Mike Langford on the Modern Financial Advisor Podcast to explore how financial advisors can grow their business by helping entrepreneurs and business owners with their transitions. BTW: Many of the recommendations and strategies Laurie offers are also applicable to financial advisors who are on the cusp of their own transition.
The Modern Financial Advisor podcast, by Truelytics, explores topics related to transition management and business optimization for the wealth management and insurance industries.
Original post credit to truelytics. Read the original post here:
We talk a lot about advisor transitions on the Modern Financial Advisor Podcast but in this episode, we are going to invest some time exploring how financial advisors can grow their business by helping entrepreneurs and business owners with their transitions.
My guest Laurie Barkman, CEO of SmallDotBig is an exit planner who specializes in helping owners of small to mid-size companies with their succession plans and M&A strategies. As you’ll hear, there is a tremendous opportunity available to you and your firm by serving business owners in transition.
Resources Related to this Episode:
Below is a list of resources mentioned in this episode or related to the topics we discussed:
- Succession Stories Podcast – Laurie hosts a podcast where she interviews business owners about their transition journey. Here’s the episode she mentioned about the owner of a sausage company who found himself in need of an emergency M&A deal.
- How to Ensure Your Wealth Management Firm is “Sale Ready” – Laurie’s recommendations and strategies complement those shared by Josh Patrick on an earlier episode of the show.
- Exploring The Zen of Business Acquisitions – Tom Hine, author of “The Zen of Business Acquisitions” was a guest on this show and on Laurie’s podcast. Check out both episodes to learn about the emotional process of acquiring a business.