The Advisor Hunt Podcast
Welcome to the Advisor Hunt Podcast!
Episodes
13 episodes
13. The One Question That Determines Every Deal
Every acquisition starts with a valuation. The best ones start with a different question.In this episode, Darrell explains why client retention, not the headline multiple, deal structure, or valuation, is the single factor that determine...
12. Structure Determines Scale
Two aggregators launch with similar opportunities, similar strategies, and similar access to capital.Five years later, one is compounding value while the other has quietly stalled.What happened?In this episode, Darrell expl...
11. What Aggregators Know That You Don’t
Many advisors see aggregators as the disruptors of the wealth management industry.But what if they are actually a symptom of something much bigger?In this episode, Darrell breaks down the structural forces driving the rise of aggr...
10. Why the Best Deals Are Not All Cash
An all-cash offer feels safe.But sometimes safety comes at a cost.In this episode, Darrell explores why some advisors are choosing to roll equity into acquiring platforms instead of taking every dollar off the table at closing. H...
9. The 10 Year Succession Plan Is Mostly Fiction
For decades, advisors have been told the same story. Start succession planning early. Find a junior advisor. Develop them over time. Transition the business internally.The problem? That is not how most successful transitions happen today...
8. What Makes a Real Roll-Up?
A lot of buyers can talk about growth. Fewer can explain what happens the day after the deal closes.In this episode, Darrell breaks down the difference between a true roll up platform and an uncoordinated acquisition strategy held togeth...
7. The Next Era of RIA Consolidation: Why “Clean” Wins
For years, consolidation in the RIA space has been framed as a scale game. Bigger firms. Bigger multiples. Bigger headlines.But that is not where this is going.In this episode, Darrell breaks down why the next wave of consolidatio...
6. Why Chasing the Biggest Multiple Is a Dangerous Game
That headline multiple felt like proof. Proof that the years of building, the relationships, the sacrifice, all of it was worth something. But what happens when the number that stops you cold slowly stops meaning what you thought it meant?<...
5. Why Smart Advisors Are Cashing Out Without Walking Away
Most advisors assume succession means handing over the keys and walking out the door. But what if you could capture peak value for your practice right now and still show up for your clients on Monday morning?In this episode, Dar...
4. The Real Reason Advisors Avoid Succession Planning
Everyone assumes advisors delay succession because of money. In reality, it’s much more personal.In this video, Darrell breaks down why identity, not valuation, is the biggest barrier to succession planning. Advisors aren’t just managing...
3. Advisors Without a Succession Plan Hold the Strongest Hand
Everyone in wealth management repeats the same stat: only 7% of advisors have a succession plan.In this episode, Darrell explains why that number doesn’t signal a crisis. Many internal successions struggle to close or drag down the valu...