The CEO's Right Hand’s Post

“Not all revenue is created equal!" I enjoyed sitting down with @Wealth Solutions Report to discuss our balanced approach to growth in a complicated market. Thank you @Julius Buchanan and the entire #WealthSolutionsReport team for including my thoughts in this recent Business Development Roundtable.   #wealthmanagment #financialservices #mergersandacquisitions #bizdev #businessdevelopment #growth #MiracleMile #JuliusBuchanan   https://lnkd.in/gXHnjuwC

Advisors are continuing to vote with their feet. Thirty years ago, 70% of advisors worked at #wirehouses. Today, only 20% are at wirehouses with 45% of advisors electing to be independent, according to research from Cerulli Associates and Zoe Financial. #SanctuaryWealth has been a successful partner to advisors because we thoroughly understand the pros and cons of the wirehouse channel. Many on our leadership team have deep roots across Merrill Lynch, Morgan Stanley, UBS and Wells Fargo. “As such, we have built our platform and company around servicing an exclusive community of top advisors from these firms,” Michael Longley, Sanctuary’s Chief Growth Officer, told Wealth Solutions Report. “This, along with our #PartneredIndependence approach, gives us an advantage in helping these new business owners rapidly and profitably scale their practices. They find that with all of the new client solutions and revenue levers available to them, they can grow their business faster.” Read more in Julius Buchanan’s report at https://lnkd.in/gVM22S2z. #wealthmanagement #financialadvisors #financialservices

Why Would an M&A Firm or Any Sell-Side Adviser Not Want to Interact with Non-Executives? Imagine an M&A firm or sell-side adviser turning away from the very people who hold the keys to the boardroom. Sounds absurd. Yet, let’s entertain this wild notion for a moment and ask: why would any savvy adviser choose to ignore non-executives? 1. Insider Insights? Who Needs Those! Non-executives, with their wealth of experience and strategic acumen, are often the ones who steer the ship towards a successful sale or merger. They possess insider knowledge that can make or break a deal. 2. Strategic Vision? Overrated. Non-executives are often the visionaries who help shape the future of a company. They are instrumental in strategic planning and execution. Ignoring their input would mean missing out on aligning with the company’s long-term goals. 3. Network Connections? Not That Important. Non-executives come with vast networks of contacts across various industries. These connections can open doors to potential buyers, investors, and other valuable resources. 4. Trusted Advisers? Who Needs Trust! Non-executives are trusted advisers to the board and management teams. They’ve built relationships based on trust and respect, essential ingredients for smooth negotiations. 5. Experience? Give over. Many non-executives are seasoned professionals who have been through numerous transactions. Their experience can guide and inform the process, avoiding common pitfalls. In all seriousness, the value non-executives bring to the table is undeniable. Their strategic insights, extensive networks, and trusted advisory roles are crucial for successful M&A transactions. It's why we built an interface into the UK's largest non-executive director community of 20,000+. Take a look at how your firm can win work: https://lnkd.in/eha-9Zxq #DealDirect #virtualnonexecs

Missed our crash course with Private Equity Career News on leveling up your deal origination strategy? We cover everything you need to know in our newest blog post — from sourcing deals to building teams. Check it out! https://hubs.la/Q023B5c10 . . #webinar #PrivateEquity #DealFlow #Deals #BusinessDevelopment #DealOrigination

In case you missed it, check out the latest insights from our very own Ananya Balaram, Chief Revenue Officer! In this Business Development Roundtable from Wealth Solutions Report, Ananya dives into how tax-efficient portfolio management is key to navigating 2023’s economic, market and geopolitical challenges for financial advisors – as well as the pursuit of business growth. Read more about how Vestmark is uniquely positioned to meet industry demand for more personalized solutions: https://lnkd.in/eu7mWHwy #ThoughtLeadership #WealthManagement #GrowthOpportunities #Vestmark 

Check out the latest insights from our very own Ananya Balaram, Chief Revenue Officer! In this Business Development Roundtable from Wealth Solutions Report, Ananya dives into how tax-efficient portfolio management is key to navigating 2023’s economic, market and geopolitical challenges for financial advisors – as well as the pursuit of business growth. Read more about how Vestmark is uniquely positioned to meet industry demand for more personalized solutions: https://lnkd.in/gVM22S2z #ThoughtLeadership #WealthManagement #GrowthOpportunities #Vestmark 

"MOMENTIZE" is a strategic business decision for all Advisors. Move organically for a better BD, RIA, or Branch partnership and the impressive financials available, or take on an investing partner interested in your growing success. Call us at Successful OnBoarding, LLC to learn more about this strategy and get educated. #recruiting #independence #brokerdealers #RIA #privateequity #nowisthetime #momentize

Nate Angelo, our Head of Wealth Management, recently sat down with Wealth Solutions Report to discuss how our balanced approach to growth in a complicated market is supported by our consistent strategy. He put it simply: “We are able to push forward in today’s environment by doing what we have always done – carefully assessing opportunities and investing where it will have the greatest positive impact on our business over the long term.”   Thank you Julius Buchanan and the entire #WealthSolutionsReport team for including Nate’s thoughts in this recent Business Development Roundtable.   #wealthmanagment #financialservices #mergersandacquisitions #bizdev #businessdevelopment #growth #MiracleMile #NateAngelo #JuliusBuchanan   https://lnkd.in/gVM22S2z

🤝 𝐔𝐧𝐥𝐨𝐜𝐤𝐢𝐧𝐠 𝐆𝐫𝐨𝐰𝐭𝐡 𝐓𝐡𝐫𝐨𝐮𝐠𝐡 𝐒𝐭𝐫𝐚𝐭𝐞𝐠𝐢𝐜 𝐏𝐚𝐫𝐭𝐧𝐞𝐫𝐬𝐡𝐢𝐩𝐬 𝐰𝐢𝐭𝐡 𝐛𝐢𝐳𝐯𝐚𝐥 𝐔𝐊 Are you a professional serving the SMB arena, ready to take your business to the next level through strategic alliances? Bridget Reynolds and I, from Outcomes Business Group UK, have recently partnered with bizval, and the synergy we've achieved is incredible. Now, we’re looking to extend these benefits to you. 𝐖𝐡𝐚𝐭 𝐖𝐞 𝐎𝐟𝐟𝐞𝐫 𝐎𝐮𝐫 𝐏𝐚𝐫𝐭𝐧𝐞𝐫𝐬: 🔷 xCFO Practices: Enhance financial insights and strategic planning. Business Brokers: Streamline transaction processes with accurate valuations. 🔷 M&A Professionals: Support due diligence and deal structuring with detailed valuations. 🔷 Accountancy Practices: Improve financial assessments and meet regulatory standards. 🔷 Incubators and Accelerators: Provide essential valuation knowledge and growth support for startups. 🔷 Corporate Finance Consultancies: Deliver precise financial data and strategic insights. 🔷 Independent Financial Advisers (IFAs): Ensure accurate insurance valuations and regulatory compliance. 🔷 Legal and Compliance Advisory Services: Meet legal deadlines and manage complex cases with reliable valuations. 🔷 Private Equity and Venture Capital Firms: Support investment decisions with accurate valuations and risk insights. 𝐖𝐡𝐲 𝐏𝐚𝐫𝐭𝐧𝐞𝐫 𝐰𝐢𝐭𝐡 𝐛𝐢𝐳𝐯𝐚𝐥 𝐔𝐊? 🔷 New Revenue Stream: Explore new revenue opportunities while enhancing your service offerings. 🔷 Better Client Service: Provide your clients with accurate and reliable valuation services. 🔷 Empower Your Business: Let us help you empower your clients with better insights and services. 𝐄𝐱𝐚𝐦𝐩𝐥𝐞𝐬 𝐨𝐟 𝐒𝐮𝐜𝐜𝐞𝐬𝐬𝐟𝐮𝐥 𝐏𝐚𝐫𝐭𝐧𝐞𝐫𝐬𝐡𝐢𝐩𝐬 The Range and Iceland: Integrated Iceland's frozen food products into The Range's stores, creating a one-stop shop for customers and boosting foot traffic and sales. Sainsbury's and Argos: Sainsbury's offered Argos products within their supermarkets, enhancing customer convenience and increasing both companies' revenue streams. 𝐋𝐞𝐭’𝐬 𝐂𝐨𝐥𝐥𝐚𝐛𝐨𝐫𝐚𝐭𝐞 If you are part of or connected with any of these sectors, let’s connect and explore how we can create mutual growth through strategic partnerships. Comment below or send me a message to get started! 📄 𝑭𝒐𝒓 𝒎𝒐𝒓𝒆 𝒅𝒆𝒕𝒂𝒊𝒍𝒔 𝒂𝒃𝒐𝒖𝒕 𝒉𝒐𝒘 𝒃𝒊𝒛𝒗𝒂𝒍 𝑼𝑲 𝒄𝒂𝒏 𝒃𝒆𝒏𝒆𝒇𝒊𝒕 𝒚𝒐𝒖𝒓 𝒔𝒆𝒄𝒕𝒐𝒓, 𝒑𝒍𝒆𝒂𝒔𝒆 𝒔𝒄𝒓𝒐𝒍𝒍 𝒕𝒉𝒓𝒐𝒖𝒈𝒉 𝒕𝒉𝒆 𝒂𝒕𝒕𝒂𝒄𝒉𝒆𝒅 𝑷𝑫𝑭. ♻️ Share this post with your network if you found it helpful. Follow Outcomes Business Group and Bizval for more insights on business growth, strategy, and business valuation. #dougsview #strategicalliances #partnership

A new look at the dynamics of #valuecreation and transformation is needed by examining the shifting roles of #dealteams and #operatingpartners. https://ow.ly/SrYE50RfA1i