BP Wealth Advisors

@RIAMD of Alaris Acquisitions makes an excellent point in this little snippet! It’s not healthy for an RIA or Wealth Management firm to be too lean (too profitable) on the P&L! lnkd.in/gripfs8j

One of the most special women in the independent wealth space and a true friend. Amelia Garland is simply awesome. Citywire Citywire USA lnkd.in/gUsJQfc2

Carrie and Andy are fantastic people and we’re thrilled to have the YorkBridge team join Beacon Pointe! We just getting started. lnkd.in/gUb9k3Wr

Good read. I can attest firsthand that KKR is a tremendous partner. Tons of IQ and incredible EQ. We’ve got an opportunity to do something incredible at Beacon Pointe and as an industry! We’re just getting started! lnkd.in/gvPdHE-x

Aggregating platforms should be solving these challenges and optimize the client, advisor team, and advisor experience. Good insights in here. lnkd.in/gtGy5nRw

Any time one side (buy or sell) is taking a disproportionate amount of the risk, it’s likely that there’s a high chance of a bad fit or focus on the wrong things. lnkd.in/g9BnVVY6

Quite a meeting this week with Beacon Pointe’s Partner’s Meeting and National Advisor Summit at the Ritz Carlton Laguna Niguel in CA. I remember when there were just a handful of us in a room! We’re just getting started! lnkd.in/gcu2dYsy

Great people evolve the culture! We’re just getting started! lnkd.in/gVhdcWWy

Thought provoking even if this stuff is already known to the reader at some level Matt Crow lnkd.in/g9MPw7Gm

Thank you Julie Cooling and RIA Channel for the opportunity to discuss Beacon Pointe, M&A and our efforts to build a great long term business! lnkd.in/gjD2JzAn

Well done (again!) Michael Dow, CPA, CFA, CAIA Beacon Pointe CIO lnkd.in/ghzQsJ36

I appreciate and enjoyed the opportunity to chat M&A, the RIA industry and Beacon Pointe with Corey Kupfer on the DealQuest podcast recently. Beacon Pointe lnkd.in/geQJ34Qq

Always fun to chat with Amelia Garland of Citywire RIA! No lack of positive energy on that team! @CourtMcQuade lnkd.in/gqNcMPSk

There are a lot of really great and talented people in the industry and Scott Slater is one of them. Thank you for the opportunity to join you this morning to talk RIA Firm Value Maximization and M&A at Fidelity Institutional #InsideTrack Orange County CA lnkd.in/ggkgYy6F

Great wealth management sellers will continue to achieve great outcomes. BUT, “great outcome” should be defined well beyond the price paid and the structure. Great outcome should be defined by client experience first, team outcome…lnkd.in/gpUnnmY2 lnkd.in/gRakD5Qu

Fun to see my business partner @BPAdvisors’s smiling face when I opened up LinkedIn! #justgettingstarted lnkd.in/gvMSb5Uu

When your name is on an award, it typically is the result of a team effort. The Beacon Pointe M&A team and our Integration team are awesome. Jack Cooper Jacob Vick, CFA and our COO @BeaconPointeWAI and her team Megan Farley @BPAdvisors are all a huge par…lnkd.in/gU4-d-GW

My Boston partner and friend Mark Mathers, CFP® is featured in this article and explains a core element of Beacon Pointe. Cheers Mark! lnkd.in/gZXzneWx

Awesome people!! Welcome to Beacon Pointe! Our presence here in Texas is growing!! Y’all are awesome!! Wayne McCullough and I met 5 years ago. He’s a great friend! We’re just getting started! lnkd.in/gmbXeSmi

This should be fun! Good people and smart brains! I will probably learn something new. If you’re at the DeVoe event, please say hi! Cheers! lnkd.in/gCtgNsrY