Episode 45 - How Financial Advisors and RIAs Can Use Storytelling in the M&A Process artwork
Modern Financial Advisor

Episode 45 - How Financial Advisors and RIAs Can Use Storytelling in the M&A Process

  • 53:43
  • September 8th 2020

George MacAllister, of The Next Level Solution, shares how financial advisors and RIAs can use storytelling techniques to increase their success rate when trying to acquire another advisor's book of business or acquire an RIA firm. The use of stories is also valuable in the sales process for clients according to George and he shares several examples and strategies that you can implement in your business.

Modern Financial Advisor

The Modern Financial Advisor podcast, hosted by Mike Langford, explores innovative strategies and solutions for RIAs, independent financial advisors, and wealth management firms.