Cashflow Financing for Financial Advisory Business' with PPC скачать в хорошем качестве

Cashflow Financing for Financial Advisory Business' with PPC

🎙️ FinLink Fincast | Episode with Dustin Mangone – Cashflow Financing for Financial Advisory Business’ with PPC In this episode of FinLink Fincast, we sit down with Dustin Mangone, Managing Partner at PPC Loan, one of the pioneering firms in cash flow lending for investment advisors. We cover: 🔹 The evolution of cash flow-based lending in the Advisory industry. 🔹 What lending looked like during the 2008 financial crisis 🔹 The current market appetite for advisory firm financing 🔹 PPC Loan’s latest offerings and lending strategies 🔹 Trends in private equity M&A activity in wealth management 🔹 Behind-the-scenes insights on deals not making headlines Whether you're a financial advisor, RIA owner, or interested in the intersection of lending, M&A, and private equity, this episode is packed with valuable insights. 🔔 Subscribe to FinLink Fincast for weekly episodes on M&A, growth strategies, and capital trends in the wealth management industry. #WealthManagement #RIAMarket #PrivateEquity #MergersAndAcquisitions #AdvisorLending #CashFlowLending #FinancialAdvisors #FintechPodcast #FinLinkFincast This podcast/webinar may contain sponsored content. FinLink may receive a flat marketing fee from certain firms discussed for advertising or promotional services. FinLink does not provide investment advice, does not recommend or endorse any specific investment, and is not acting as a broker-dealer, placement agent, or investment adviser. Any investment information presented is provided by the sponsor or guest and is their sole responsibility. Investing involves risk, including possible loss of principal. Past performance is not indicative of future results. Please consult your own financial, legal, and tax advisors before making any investment decisions.