As the RIA space grows, genuine talent becomes more difficult to find, and of course, bringing on talent is paramount to growth — organic or inorganic. How does a firm set themselves apart, and attract talent to bring on board? For Phil, the answer is simple: Authenticity. Join me for…

Co-Founder, Chief Development Officer, and Principal of FTW Investments, Logan Freeman, is uniquely talented in real estate investment while remaining compassionate. Alongside his fellow co-founders, Cory Tuck and Parker Webb, he co-hosts their FTW Investments’ podcast Invest for The Win. Logan is particularly committed to equitable access to affordable housing…

There are many impressive things about Matthew Cooper. In addition to being featured in Forbes Magazine, he was named a finalist for “Individual Thought Leader of the Year” for the 2019 WealthManagement.com Wealthies Industry Awards, and he was the winner of “M&A Leader of the Year” for the 2022 WealthManagement.com…

Join me on episode 200 of The DealQuest Podcast, where I discuss with short-term rental developer, Alex Jarbo, the best ways to set yourself apart and stand out in the short-term rental market. ‎DealQuest Podcast with Corey Kupfer on Apple Podcasts Why do some companies grow by leaps and bounds while others only inch forward? Simple. They embrace Deal-Driven Growth…podcasts.apple.com A native of Detroit Michigan, Alex Jarbo didn’t grow up wanting to be a short-term rental developer…

On Wednesday’s episode of the DealQuest Podcast, I discussed attending two RIA M&A conferences, and how I felt inspired to create a special series on the DealQuest Podcast dedicated only to the topic of the different deal models and structures of the top RIA aggregators and integrators. Well, folks, this…

In the RIA M&A arena, fall is a busy time for conferences. I had the pleasure to attend two such conferences recently, both run by quality investment banking firms competing against one another in the RIA market. …

As an expert at selling businesses, John Warrillow has had his fair share of ups and downs in making businesses attractive to potential buyers. On episode 197 of the DealQuest Podcast, I discuss with John Warrillow how to make your business attractive to buyers, and the dos and don’ts of…

When discussing entrepreneurialism and venture capital, sometimes the conversation can be greatly beneficial when it’s opened to beyond just two people. On episode 196 of the DealQuest Podcast, Corey does just that — he’s opened the conversation to include two successful and talented entrepreneurs, Brad Feld and Matt Blumberg. …

Craig Swanson is an entrepreneur, CEO, business coach, and founder of CreativeLive, a free-to-use, live online global classroom designed to educate entrepreneurs. He also likens himself as a “secret weapon” as a partner for many online businesses, such as KaisaFit- a fitness movement founded by fitness influencer, Kaisa Keranen. …