Episode Notes
Elevation Point CEO Jim Dickson joins the Advisor Upside Show to explain how the economics of RIA M&A are changing and why AUM alone no longer tells the whole story. He breaks down what buyers are looking for in organic growth, technology, data and succession planning, why some advisors mistake market gains for actual business growth, and how founders can turn an advisor practice into a scalable enterprise.
Dickson also weighs in on minority investment versus full acquisition, the role of AI in the future of wealth management and what it takes to make the transition from successful advisor to CEO.
Submit your questions and guest suggestions to podcast@thedailyupside.com!
Listen to The Advisor Upside Show on Apple Podcasts.
Listen to The Advisor Upside Show on Spotify Podcasts.
Watch The Advisor Upside Show on YouTube.
Check Out More Episodes
