Next-Gen Talent’s Critical Role I...
Next-Gen Talent’s Critical Role In RIA M&A

Wealth Solutions Report Podcast by Wealth Solutions Report

Episode notes

Emily Blue, Co-Founder of Hue Partners, joins Julius Buchanan, Editor in Chief of Wealth Solutions Report, on Wealth Set Go to discuss the role of next-generation talent in RIA valuations and transactions. The conversation examines how buyers assess the team behind a founder and what a prospective partnership means for the people expected to support a firm’s future growth. Blue also reflects on the experience in acquisitions and integration that led her to focus on advising sellers.

The discussion explores employee communication, retention and career development as founders prepare for a transaction and eventual succession. Buchanan and Blue address the uncertainty that can accompany a change in ownership, along with the role of compensation and  ... 

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Keywords
Wealth Solutions ReportWSR Podcastswealth managementfinancial advisorsRIAfinancial servicesM&Awealth management leadership