Fueling Deals

Episode 12: Facilitating Deals and Growing Firms, with John Furey

Informações:

Synopsis

John Furey is the founder of Advisor Growth Strategies, a consultancy that helps business owners advance their financial advisory firms. John has worked with more than 200 firms, helping them structure new entities and optimize their business performance. John created the think tank aRIA (alliance for Registered Advisors), connecting seven top industry firms to improve and advance the RIA industry. John is also a respected thought leader, having written for publications including The Wall Street Journal, Barron’s, Investment News, and many more. John has been recognized as one of the 25 Most Influential People in Wealth Management.What You Will Learn:John shares how he founded Advisor Growth Strategies as a go-to resource for professionals in the financial advisor industry. John describes the services and guidance his organization provides to its clients.John describes the types of deals and transactions his organization has been involved in, with a wide range of values. He explains why most of the transactio