Retirement & income · Podcast

Growing Beyond Capacity With Michael Belluomini and Liam Heffernan

For advisors running or considering a partnership or acquisition, the episode frames those decisions around capacity, operations, talent and culture rather than only succession. It gives a view of how one larger organization describes the work behind sourcing, evaluating and integrating advisory firms.

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On the publisher’s site

Summary

By the retirement & income desk

Matthew Jarvis speaks with Michael Belluomini and Liam Heffernan of Carson Group about how partnerships can help advisors grow beyond the limits of a small practice. They discuss why owners consider acquisitions well before retirement, including access to specialized teams, operational support and employee career opportunities. The episode also covers sourcing, evaluating and integrating acquisitions, ways advisors can partner with Carson, cultural fit and recruiting talent.

Partnerships can help advisors grow beyond the limits of a small practice.
Owners may consider acquisitions well before retirement for specialized teams, operational support and employee career opportunities.
The discussion covers sourcing, evaluating and integrating acquisitions, plus different ways to partner with Carson.
The conversation includes cultural fit, recruiting talent and recognizing when building every capability yourself limits growth.

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