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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Nice job @BKawal_AGS! RIA M&A is becoming impossible to ignore. You don't have to do a deal, but you should remain aware of what's happening around you. Thank you @JillMalandrino and @TradeTalks!
.@StewardPartners @RSWealthAdvisor & @AGS_Wire joins @JillMalandrino on @Nasdaq #TradeTalks to discuss why M&A will play a pivotal role in the wealth management industry to heightened competitive pressure and scaling opportunities. xitter.cf/i/broadcasts/1ZkJzjyBb…
Tune in LIVE to @Nasdaq #TradeTalks today at 1:15pm ET for a segment with @AGS_Wire Partner @BKawal_AGS and @JillMalandrino on why 2024 is ripe for M&A opportunities in the wealth management industry. Join via Twitter @TradeTalks, on YouTube @Nasdaq or on //Nasdaq.com/TradeTalks.
Awesome to be at the #msum23 conference this week. Industry leaders talking about change. “Integration must happen. Data is the most important component of the future”. @HDelux @shirl_penney @Pershing
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
Unfortunately, the clients of the advisors are the ones that suffer the most with all the uncertainty. @RIABiz riabiz.com/a/2023/10/4/goldm…
John Furey retweeted
Avoiding the 'loveless marriage' of a bad M&A deal @finplan - Read full article:
financial-planning.com/news/…
Looking forward to hearing @BKawal_AGS on stage at @FutureProofAC. Catch him discussing M&A on Monday 12:30 – 1:10 PM PT at the Surf City Stage. Let us know if you'll be there!
John Furey retweeted
FINAL Brophy 31, Cathedral Catholic 21 - Honor Bowl Champs. Connor Furey seals it with 13 seconds left.
Thank you to Bruce Kelly @BDNEWSGUY for having me on the @investmentnews podcast with Ron Carson @rchusker to catch up and discuss the current wealth management ecosystem. Listen in: investmentnews.com/podcasts/…
Great to catch up with @SteveSanduski on his podcast, Between Now and Success, to discuss the changes in the #RIA industry, and what happened 15 years ago that created a boom of new RIA firms, including the start of @AGS_Wire: open.spotify.com/episode/3Bv…
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
Thank you to Bob Huebscher for having me on the Gaining Perspective podcast for @AdvPerspectives to discuss the role of private equity within the #RIA space. Listen to @Vetta_Fi: advisorperspectives.com/podc…
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
Thank you to @Nasdaq for sharing my thoughts on how dealmaking in M&A is continuing to evolve, including the rise of private equity as a factor in #RIA M&A. More: nasdaq.com/articles/top-tren…
