In our thirteenth episode we sit down with guest Alex Chalekian to discuss:

  • Alex and Lake Avenue Financial’s big announcement with Integrated Partners.
  • Alex’s experience gained through previous Advisor acquisitions.
  • What opportunities and challenges can be hidden in the acquisition process.
  • Acquisition resources for Advisors.
Disclosure: This information is prepared for general information only and should not be considered as individual investment advice nor as a solicitation to buy or offer to sell any securities. This material does not constitute any representation as to the suitability or appropriateness of any investment advisory program or security. Please visit our FULL DISCLOSURE page.