Season 1
Episodes
Episode 215: Negotiating Your Worth: Gender Differences in Negotiation with Wies Bratby
Women in the business world face unique challenges, especially when it comes to negotiating their worth. From unequal pay to lack of representation in leadership positions, women often struggle to reach their full...
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Episode 214: M&A Talk with Leading RIA Aggregators and Integrators: Jim Dickson of Sanctuary Wealth
RIA M&A deals make up 91% of all deals currently being made in the space. While it’s a wonderful time for the space due to more aggregators and integrators, more funding, and more private equity, there’s also room...
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Episode 213: A Discussion on Business Partnerships with Corey Kupfer
I’ve frequently talked about various alliances in businesses, but today let’s specifically discuss business partnerships. At its core, choosing a business partnership is a deal, and so for many, choosing a business...
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Episode 212: An M&A Matchmaking Firm with Brian Scanlon & Joe Zanca
DealQuest Community, this week I bring you another triple discussion. This week I have Brian Scanlon and Joe Zanca, Managing Partners of Dealgen Partners. DealGen Partners is a Deal Orientation company sourcing deals...
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Episode 211: Happy Holidays DealQuest Family
Episode 210: A Dive Into Financial Due Diligence with Pierre-Alexandre Heurtebize
In 2019, Pierre-Alexandre Heurtebize launched one of the first financial due diligence practices, HoriZen Capital, which is 100% dedicated to SaaS businesses, and launched the first online course on how to conduct...
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Episode 209: M&A Talk with Leading RIA Aggregators and Integrators: Bob Oros of Hightower Advisors
Bob Oros is Chairman and CEO of Hightower Advisors, a national wealth management firm focusing on empowered investing for independent-minded financial advisory businesses to drive growth and help clients achieve what...
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Episode 208: Mortgage Note Buying with Scott Carson
Entrepreneur, podcast host of Note Closers Podcast, and President of WeCloseNotes.com, Scott Carson, is an expert in real estate investing, raising capital, and marketing. He has a heavy focus in guesting on podcasts,...
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Episode 207: M&A Talk with Leading RIA Aggregators and Integrators: David Canter of Bluespring Wealth Partners
Musician, Lawyer, and President of one of the nation’s premier RIA firms, David Canter, is focused on positioning Bluespring Wealth Partners as one of the premiere acquirers in the industry. He is very hands-on with...
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Episode 206: Should Uncertainties In The Market Impact Your Deal-Making? with Corey Kupfer
There are undoubtedly many uncertainties and changes happening in the economy right now. Many businesspeople are feeling those uncertainties currently due to the stock market correction, increasing interest rates,...
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Episode 205: M&A Talk with Leading RIA Aggregators and Integrators: Allworth Financial with Pat McClain
Pat McClain, Senior Partner and Co-Founder of Allworth Financial is much more than his company. He is distinguished in the RIA industry, co-hosting for more than two decades Allworth Financial’s Money Matters, one of...
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Episode 204: Breaking Away and Strategic Growth with Phil Fiore
Having more than 25 years of experience, Procyon Partners’ Co-Founder, Phil Fiore, has extensive experience and expertise in the investment advisory space. In addition to being a co-founder of Procyon in 2017, Phil...
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