Seth Greene
Ep89: A Successful RIA Sale
Seth Greene
•3-1-2023
DESCRIPTION
Wayne Titus has been involved in the financial services industry since 1991. He served as the founding partner of AMDG Financial and AMDG Tax & Accounting from 2002 until it joined with Savant in 2021. Before founding AMDG Financial, Wayne was a senior manager for PwC, where he was responsible for developing and implementing the information technology and business process audit approach in support of both financial statement audit and consulting projects for various Fortune 50 clients. At the time of the Price Waterhouse and Coopers and Lybrand merger, he worked at integrating these approaches on the international team in London. Wayne also served as financial audit and systems control manager for Ernst & Young.
Wayne is a member of Rotary International and served as the district governor and club president for Rotary District 6400. He volunteers as an accelerator coach for Entrepreneurs’ Organization. Wayne authored the book, The Entrepreneur’s Guide to Financial Well-Being, and loves to educate others on financial, tax and investment topics by writing columns and through public speaking.
Listen to this insightful RIA episode with Wayne Titus about facilitating a successful RIA sale.
Here is what to expect on this week’s show:
- How it’s important for financial planners to have a plan in place in case something happens to them.
- Why it’s smart to have a practice that integrates the tax, financial, and investment strategies.
- How delegating tasks and trusting your team is vital when growing your practice.
- Why financial planners should be focused on their clients’ underlying emotions.
- How small businesses need to understand their processes and simply and improve things on a regular basis.
Connect with Wayne:
Links Mentioned:
https://savantwealth.com/
Twitter
https://twitter.com/savantwealth?lang=en
Facebook
facebook.com/SevantWealthManagment
LinkedIn
linkedin.com/company/savant-wealth-management
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