78 min listen
Ep 066: Turbocharging Inorganic Growth With Outside Capital To Fund Mergers & Acquisitions with Adam Birenbaum
Ep 066: Turbocharging Inorganic Growth With Outside Capital To Fund Mergers & Acquisitions with Adam Birenbaum
ratings:
Length:
129 minutes
Released:
Apr 3, 2018
Format:
Podcast episode
Description
My guest on today’s podcast took over as CEO of Buckingham Strategic Wealth and BAM Advisor Services a little over 10 years ago (at just 32 years old!) and has nearly quintupled its size since then. One of the youngest CEOs of any major advisory firm, Adam Birenbaum leads his organization in serving over 22,000 clients and overseeing more than $30 billion in assets under management. In this episode, Adam shares the growth strategies that have worked for Buckingham Strategic Wealth and BAM Advisor Services, as well as why the company has chosen to grow offices in multiple locations. Listen in to hear his advice for leaders of large wealth management firms, how he looks at the mergers and acquisitions marketplace today, and what he says will determine the most successful advisory firms in the future. For show notes and more visit: https://www.kitces.com/66
Released:
Apr 3, 2018
Format:
Podcast episode
Titles in the series (100)
Ep 006: Improving Gender Diversity in the Financial Services Industry with Eleanor Blayney: Advisors at all stages in their career will learn a tremendous amount for the successful career of Eleanor Blayney. by Financial Advisor Success