Entrepreneur, wealth management expert, and financial advisor advocate. Husband and dad, aspiring golfer, and emerging wine collector.
Phoenix, AZ
Joined June 2009
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- Following449
- Followers1.7K
- Likes1.3K
John Furey retweeted
There is three parts to a game and Special Teams is 1 of them
Region champs @FootballBrophy @BrophyAthletics @Kvandenbosch93 @D_Viscum @T_Donkerbrook @EddieJetton @ConnorFurey9 @AZKicking 🙏❤️
John Furey retweeted
The AGS team had a great time at #SchwabIMPACT -- hats off to @Schwab4RIAs for a great event. Thank you to everyone came by the booth or attended John's session. If you were able to score an AGS hat, tag @AGS_Wire or @AdvisorGrowth when you wear it!
#schwabimpact
John Furey retweeted
John Furey (@AdvisorGrowth) is looking forward to moderating this panel discussion with Harris Baltch (@DynastyFP), Mike LaMena (@Wealthspire), Dave Mrazik (@merchant_im), and Nick Engelbert (@CarsonWealth) at IMPACT®2023. Join us next Thursday! #SchwabIMPACT @Schwab4RIAs
John Furey retweeted
Avoiding the 'loveless marriage' of a bad M&A deal @finplan - Read full article:
financial-planning.com/news/…
John Furey retweeted
FINAL Brophy 31, Cathedral Catholic 21 - Honor Bowl Champs. Connor Furey seals it with 13 seconds left.
John Furey retweeted
As the big RIAs get bigger, carving out a place for your firm is going to require a new level of clarity around both strategic planning and how you communicate what makes you unique to your team, clients, and prospects. stevesanduski.com/bnas-john-… @AdvisorGrowth
John Furey retweeted
Congratulations to two fantastic firms @SavantWealth and The Relaxing Retirement Coach @TRR_Coach on their new partnership! AGS is proud to have served as The Relaxing Retirement Coach's transaction advisor. We look forward to seeing your future success together!
.@SavantWealth this week is making its first foray into New England and buying Wellesley, Mass.-based @TRR_Coach.
@PaytonGuion has more: citywire.com/ria/news/savant…
citywire.com/ria/news/savant…
John Furey retweeted
Existing #RIAs will need to consider the implications of firms entering the market and how best to remain competitive and attractive. @BKawal_AGS has five ways to stay competitive with @wealth_mgmt:
wealthmanagement.com/busines…
John Furey retweeted
While fluctuating capital markets may have caused buyers to become more selective, the talk of slowing RIA M&A activity has been overexaggerated, and valuations remain high for growing firms, said panelists at RIA Edge!>> spr.ly/6017O7TDJ
#RIAEdge
John Furey retweeted
Interesting point by @AdvisorGrowth "A firm can only grow as far as it can provide equity opportunities to its best talent. If opportunities aren’t available, an RIA will inevitably lose top talent to a competitor." @CitywireRIA citywire.com/ria/news/john-f…
John Furey retweeted
Where Did All the Organic Growth Go? at.law.com/NY8gPB?cmp=share_…
John Furey retweeted
@AdvisorGrowth lit up NYC last month with a media tour for the launch of its new report, The RIA Deal Room, which included a sit down with @JillMalandrino of @Nasdaq #TradeTalks: nasdaq.com/videos/what-has-c…
John Furey retweeted
Interesting point by @AdvisorGrowth "A firm can only grow as far as it can provide equity opportunities to its best talent. If opportunities aren’t available, an RIA will inevitably lose top talent to a competitor." @CitywireRIA citywire.com/ria/news/john-f…
John Furey retweeted
Profit margins, organic growth rate and a client niche are the biggest factors underlying the valuation multiple an advisory firm can earn in a transaction, according to a report from @AdvisorGrowth Strategies.
via @AndrewFoerch
citywire.com/ria/news/new-st… citywire.com/ria/news/new-st…
John Furey retweeted
We are live in 15 minutes at 1:00 PM (EST) - see you there! @AdvisorGrowth will moderate a panel discussion with @mkbrinker @merchant_im, Scott Holsopple,@HightowerAdvsor, and @BKawal_AGS.
bit.ly/40Hf74G
John Furey retweeted
Are you registered for tomorrow's webinar panel at 1:00 PM (EST) on the future of investing in the #RIA space? @AdvisorGrowth will moderate with @mkbrinker @merchant_im, Scott Holsopple, @HightowerAdvsor, and @BKawal_AGS. Submit your questions for Q&A!
bit.ly/40Hf74G
John Furey retweeted
We have a second great discussion lined up next week on the future of investing in the #RIA space. Join us April 18th 1:00 PM (EST) for insights from special guests @mkbrinker @merchant_im, Scott Holsopple @HightowerAdvsor, and @BKawal_AGS
bit.ly/40Hf74G
John Furey retweeted
Buyers are facing more constraints in the M&A market, while competition is changing the profile of sellers, three leaders of acquisitive RIA firms said in a recent panel.
@sambojarski writes: citywire.com/ria/news/ria-ma…
@AdvisorGrowth @CAPTRUSTfa @SavantWealth @MarinerWealth
John Furey retweeted
Thank you to everyone who joined us today for "The Future of Integrated #RIA M&A" webinar event - special thanks to guests @RushBenton, @BBrodeski, and @MartyBicknell! If you missed their predictions for 2023 and advice for G2 and G3 - stay tuned for the webinar replay!
John Furey retweeted
Are you registered for tomorrow's webinar? Join us Wednesday at 1:00 PM (EST) for a roundtable discussion with special guests @RushBenton @CAPTRUSTfa, @BBrodeski @SavantWealth, and @MartyBicknell @MarinerWealth moderated by @AdvisorGrowth
Register: bit.ly/3FTD28B
