Road to Independence: Strategies for Financial Advisors

In this episode of Zephyr’s Adjusted for Risk Podcast, host Ryan Nauman interviews Henry Hagenbuch, Senior Managing Director of Acquisitions at Lido Advisors, live from the Wealth Management Edge Conference in Boca Raton. They discuss the challenges and strategies of transitioning to independent financial advisory, private equity’s role in the industry, the importance of maintaining relationships, and how thoughtful planning and cultural alignment are vital for a successful transition. Tune in for expert advice and insights to prepare for the complexities of financial advisory mergers and acquisitions.

Connect with Zephyr: https://www.ZephyrFinancialSolutions.com
LinkedIn: Zephyr Financial Solutions: https://www.linkedin.com/company/zephyr-financial-solutions/

Connect with Ryan Nauman: LinkedIn: Ryan Nauman:https://www.linkedin.com/in/ryannauman1/
X: Ryan Nauman: https://twitter.com/LkTahoeBadger

Learn more about Lido Advisors: https://www.lidoadvisors.com/

00:00 Introduction and Podcast Overview
00:37 Live from Wealth Management Edge Conference
01:26 Guest Introduction: Henry Hagenbuch
01:53 Lido Advisors: Background and Philosophy
04:11 The Role of Private Equity in RIAs
06:27 Navigating Mergers and Acquisitions
07:37 Successful Transition Tips
12:22 The Importance of Culture in Partnerships
14:00 Conclusion and Contact Information

Related:Zephyr’s Adjusted for Risk: Building Bridges to Independence – A Conversation with Steward Partners