Episode 344: RIA Reporters Unplugged with Diana Britton & Ian Wenik.

Why REPORTERS might know more than the CEOs they cover…
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Couldn’t agree more with the insights dropped by Diana Britton and Ian Wenik on this episode of DealQuest.⁠
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In case you don’t already know Diana & Ian…⁠

• Ian is the Editor at Citywire RIA and host of This Week in Wealth⁠
• Diana is the Managing Editor at WealthManagement.com and host of The Healthy Advisor Podcast⁠

Together, they’ve interviewed just about everyone in the RIA space (yours truly included)⁠
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They’ve spent years behind the mic asking the big questions...⁠
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So this time, I flipped the script—⁠
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And I asked them what’s really going on in wealth management.⁠
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Here’s what we dug into:⁠
- The truth about RIA M&A and what’s happening behind the scenes
- The rising risks of private equity and over-leveraging⁠
- How politics and tax policy are shifting deal timing
- The massive talent and succession gaps too many firms are ignoring⁠

And much more ⁠

If you want the unfiltered take on where this industry is headed…⁠

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FOR MORE ON THIS EPISODE:
https://www.coreykupfer.com/blog/dianaandian

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FOR MORE ON DIANA BRITTON
WealthManagement.com

FOR MORE ON IAN WENIK
Citywire RIA

FOR MORE ON COREY KUPFER
https://www.linkedin.com/in/coreykupfer/
http://coreykupfer.com/

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Corey Kupfer is an expert strategist, negotiator, and dealmaker. He has more than 35 years of professional deal-making and negotiating experience. Corey is a successful entrepreneur, attorney, consultant, author, and professional speaker. He is deeply passionate about deal-driven growth. He is also the creator and host of the DealQuest Podcast.

Get deal-ready with the DealQuest Podcast with Corey Kupfer, where like-minded entrepreneurs and business leaders converge, share insights and challenges, and success stories. Equip yourself with the tools, resources, and support necessary to navigate the complex yet rewarding world of dealmaking. Dive into the world of deal-driven growth today!