ARA Executive Interview

The 10 Biggest 'Things' That Affect the Value of Your 401(k) Advisory Business

September 10, 2023 Dick Darian and Peter Campagna Season 1 Episode 4
The 10 Biggest 'Things' That Affect the Value of Your 401(k) Advisory Business
ARA Executive Interview
More Info
ARA Executive Interview
The 10 Biggest 'Things' That Affect the Value of Your 401(k) Advisory Business
Sep 10, 2023 Season 1 Episode 4
Dick Darian and Peter Campagna

Fee compression and commoditization have hit every area of financial services--retirement advisors are no exception and it’s only slated to get worse. Why, and how is it addressed?

Much more will have to be done with much less, but it will create resilience and will improve the firm’s enterprise value if and when the business is sold. We turned to M&A advisory firm Wise Rhino to tell us why. 

In yet another fun interview with the firm’s Dick Darian and Peter Campagna, we run through an informative top 10 list of the biggest 'things' that affect the value of your advisory business. 

Sponsored By: Wise Rhino Group

Show Notes

Fee compression and commoditization have hit every area of financial services--retirement advisors are no exception and it’s only slated to get worse. Why, and how is it addressed?

Much more will have to be done with much less, but it will create resilience and will improve the firm’s enterprise value if and when the business is sold. We turned to M&A advisory firm Wise Rhino to tell us why. 

In yet another fun interview with the firm’s Dick Darian and Peter Campagna, we run through an informative top 10 list of the biggest 'things' that affect the value of your advisory business. 

Sponsored By: Wise Rhino Group