Emigrant Partners’ Post

Episode 8 of Catchlight's Grow Organically podcast: Tech, Talent, and Experimenting with Mark Bruno, Managing Director and Head of Strategic Advisory at Emigrant Partners is now live. Mark joins Dan on the podcast to discuss growth strategies including compensation plans, digital marketing, and the importance of tech and talent. Listen now: https://lnkd.in/gYFw8Xcq Thank you to Catchlight and Daniel Gilmartin for including us in this episode.

Welcome Kyle Gentile to the Emigrant Partners team! Read more about Kyle's new role here: https://lnkd.in/etRBTsdS Thank you to Ian Wenik and Citywire USA for covering this story.

Emigrant Partners is proud to share that our Chair, Liz Nesvold, has been named to the Wealth Solutions Report "M&A 5" -- which recognizes the industry's top M&A professionals. Liz shared her perspective and outlook for wealth management deal activity with WSR in this feature story profiling the M&A 5: https://lnkd.in/gQzwsndB

Congratulations to Emigrant Partners' partner firms STRATOS, Pure Financial Advisors, LLC, and F.L.Putnam Investment Management Company for being selected in Barron's 2024 Top 100 RIA list. We are proud to partner with a network of exceptional firms and management teams. View the full Top 100 list here:

Mark Bruno, Managing Director and Head of Strategic Advisory at Emigrant Partners, recently spoke at Future Proof festival on the topic of recruiting, retaining, and compensating financial advisors. Read more about Mark's insightful conversation with Alison Burkett and Shannon Spotswood here: https://lnkd.in/eHAYqAhp Thank you to Financial Planning for covering this story.

That’s a wrap on season 1 of RIA+! Thank you to all of our guests who came onto the podcast and shared their insights on growth, talent, and leadership. It’s been incredible to see the reach and impact that RIA+ has had in such a short period of time, and we are looking forward to Season 2 kicking off at the end of September. ICYMI, here’s the full slate of Season 1 episodes: 1. Building an RIA Enterprise: Reza Zamani, AIF® CPM®, CFS®, CAS® - https://lnkd.in/dYHmh5pK 2. Building a National Brand: Jeff Brown - https://lnkd.in/eipth9CE 3. The Intersection of Entrepreneurialism & Energy: Jonathan Maxwell - https://lnkd.in/e53f6tXk 4. From Good to Great: Jeff Sarti & Stacey McKinnon - https://lnkd.in/e5gKkYea 5. Mark Tibergien on the Real Keys to Successful RIA M&A - https://lnkd.in/eZP6CKXf 6. The Art & Science of Creating an Exceptional RIA: Peter Raimondi, Bryan K., Leslie Arsenault Metz - https://lnkd.in/eWRV3NVF 7. An Inside Look at an RIA Rebrand: Tylor Seaman, CFA, CFP® - https://lnkd.in/evqnYucb 8. Mike Paton on Why Scores of RIA Leaders Embrace EOS - https://lnkd.in/euJDiPeG 9. Max Lane on the Future of Talent, Transition & Technology - https://lnkd.in/eNmKwjN7 10. Talent as a Driver of Strategic Growth: Charlie Rocco - https://lnkd.in/e9bjzfG7 11. Building an RIA with the 'client as the architect': Leo Kelly - https://lnkd.in/eNmw2Nhj 12. The State of RIA M&A: Laura Delaney - https://lnkd.in/eJgYpgCx 13. The Truth about RIA Organic Growth: Schwab's Lisa Salvi - https://lnkd.in/eAEUPTbj 14. An Inside Look at an RIA Organic Growth Machine - Joseph Anderson, CFP®, Jason Carver - https://lnkd.in/eZEcpjcd

Congratulations to our partner firm, F.L.Putnam Investment Management Company, on its recent acquisitions of Arbor Capital Management , Four Ponds Financial Planning LLC, and Ascension Asset Management. We are excited to see you cross the $10BN AUM threshold. Emigrant Partners is thrilled to be in partnership with you to help fund and execute on your expansion. Thank you to Citywire RIA for featuring F.L.Putnam Investment Management Company's growth story. https://lnkd.in/dPV2Rt27

Thank you to Suzanne Siracuse and the team at WealthManagement.com for sharing the personal and professional journey of our Chair, Liz Nesvold - who also offered deep insights into the future of the wealth management industry in this new podcast interview. As the wealth business continues to rapidly change, Liz outlined the importance of focusing on your firm's core and most valuable asset: Talent. Finding, nurturing and retaining top talent is more critical than ever, and Liz details how technology, infrastructure and organic growth can influence a firm's ability to recruit and develop current and future talent. Liz and Suzanne also discuss the drivers of valuation and M&A in the wealth business - and the role M&A should play as part of a firm's growth strategy. Enjoy this fun and informative episode of Focused on the Future 👇 👇 👇