Stay, Move or Sell? An RIA M&A and Transition Playbook | Andy Burgess, Foresight | Advisor Ally Ep21
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Stay, Move or Sell? An RIA M&A and Transition Playbook | Andy Burgess, Foresight | Advisor Ally Ep21
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Welcome back to Advisor Ally, the podcast where financial advisors get the unfiltered playbook on the biggest career decisions of their lives. Hosted by Vineet Mohan, Founder of FastTrackr.AI.Few people have seen the RIA industry from this many angles. 👤 About the guest:Andy Burgess — Founder, ForesightLinkedIn: https://www.linkedin.com/in/abburgess/Hosted by Vineet Mohan, Founder of FastTrackr.AI — the AI-native platform purpose-built to eliminate the operational nightmare of advisor transitions.
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