Just Peachie Show
Just Peachie Ep#30: Selling your own RIA (Registered Investment Advisor) Firm with Scott Snider CFP®, RICP®
Peachie Thompson · April 12, 2023
Just Peachie Show is a show where Peach Insurance Services, LLC's Founder and CEO, Peachie Thompson, AALU, ALMI, ACS sits down with experts in the financial and insurance world to educate consumers in matters of finance, insurance and taxes (FIT). There is also a lifestyle edition where Peachie interviews experts on health, food and culture.
In this episode, Peachie Thompson, AALU, ALMI, ACS of Peach Insurance Services interviews one of the partners of Paragon Wealth Strategies, Scott Snider, CFP®, RICP®. Hear Scott's journey in the financial industry from working for big banks to owning then selling his own Registered Investment Advisor firm.
Here is the podcast version:
Here are other ways to listen:
Some of the items discussed:
- Tips for financial planners when making the jump from working for big banks to being independent
- How to find and choose a business partner for your RIA?
- How did Scott find and choose the firm that bought his own RIA?
- What is the difference between working by yourself in your own company versus being with a bigger company?
- What happens after you sell your own RIA and merge with a larger one?
About our guest speaker, Scott Snider:
WOODY HAYES FAMOUSLY SAID, “SUCCESS - IT’S WHAT YOU DO WITH WHAT YOU’VE GOT.” The “money talk” is an uncomfortable subject for many people, however, one of Scott’s greatest strengths is relating to his clients in a genuine way. PARAGON’s clients gain comfort in knowing that they have a trusted advisor who will listen to them without judgment. Thereby giving them the confidence to open up about the important issues at hand and get to the root of what really matters to them.
While Scott believes “the numbers tell the story”, he also understands that everything in life can benefit from the proper context. It’s that delicate balancing act that allows Scott to help his clients remain on track toward achieving their financial goals while still maintaining their desired lifestyle.
Learn more by clicking here
Email us at contact@peachinsurance.net if you have any questions about this topic.
"Information shared during the show are opinions of the speakers and not advise for your specific situation. Consult your own specialist, attorney, CPA, financial planner or insurance advisor on all matters discussed in the Just Peachie Show".
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Hi, I'm Peachie Thompson, AALU, ALMI, ACS - and this is why I care so deeply about proper insurance guidance. Watch the video after you read my blog.
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