Nancy Andrefsky's guest appearances

Nancy Andrefsky

The COO Roundtable

The Evolving Advisor Podcast

Mark Tibergien

Lou Camacho

Karl Heckenberg

Charles Schwab

Kirk Chisholm

Chris Keller

Jeff Brown

Mike Lee

Chris Hennessey

Shaun Kapusinski

Doug Johnson

Matt Wiles

Lisa Cook

Kelli Cruz

Heather Fortner

OwlTail

In this episode, Jeff, Lou, and Nancy discuss: Deal Structures: Cash is KingThinking straight and not just falling in love with an opportunity. Incorporating the risk of breakage. What stands out when you look at a firm’s financials. Why people buy and sell and looking at it as a process. Key Takeaways: There is a risk in both ways - there is a risk if the owner is too involved in the business, but there is also a risk if the owner has no involvement in the business. Look at the debt and see what is going on with the interest - this will tell you more information than just the P&amp;L. You need to be thinking about what makes you and your business attractive as the seller. Not all investments and expenses are created equal. "When you take a look at the process of buyers and sellers, people need to reflect on the fact that actually is a process and not an event." —  Jeff Concepcion

In this episode, Jeff, Lou, and Nancy discuss: <ul><li>Deal Structures: Cash is King</li><li>Thinking straight and not just falling in love with an opportunity. </li><li>Incorporating the risk of breakage. </li><li>What stands out when you look at a firm’s financials. </li><li>Why people buy and sell and looking at it as a process. </li></ul>Key Takeaways: <ul><li>There is a risk in both ways - there is a risk if the owner is too involved in the business, but there is also a risk if the owner has no involvement in the business. </li><li>Look at the debt and see what is going on with the interest - this will tell you more information than just the P&amp;L. </li><li>You need to be thinking about what makes you and your business attractive as the seller. </li><li>Not all investments and expenses are created equal. </li></ul>"When you take a look at the process of buyers and sellers, people need to reflect on the fact that actually is a process and not an event." —  Jeff Concepcion

Ep 027: Lou Camacho & Nancy Andrefsky: The Good, The Bad, and The Ugly of the Acquisition Space

Jeff Conception

In the sixth episode of The COO Roundtable, Matt was excited to welcome the first CEO to the Roundtable discussion!  Jeff Concepcion, Nancy Andrefsky, and Lou Camacho from Stratos Wealth Partners joined Matt for an easy going, yet extremely insightful interview.  Stratos Wealth Partners has 287 advisors in 87 offices across 24 states and serves more than 13,000 clients with over $13 billion in assets under management.  Jeff is Founder and CEO of the firm while Nancy, who has worked with Jeff since the firm’s inception, holds the COO and CFO titles and Lou heads Stratos Wealth Alliance as its President.  In this episode, Matt, discussed with Jeff, Nancy, and Lou how they each play a vital role in sustaining such a large, acquisition-focused enterprise and much more, including:  The Stratos Wealth Partners model and how they differentiate themselves in the marketplace Nancy and Lou’s respective backgrounds and how those experiences influence their current roles at the firm How Nancy balances the plethora of responsibilities that come with being COO and CFO Jeff’s take on the importance of professional management in the RIA space Nancy’s thoughts on the age-old profit vs. growth debate How Lou leverages Stratos’ technology platform in the sales process with advisors Jeff’s opinion on the recent large liquidity events of RIA aggregators (Focus Financial Partners, Hightower Advisors, and the recent sale of United Capital to Goldman Sachs)  We hope you enjoy, share, and subscribe! To subscribe to the podcast on iTunes, click here or to subscribe on Google Play, click here. We are increasing the frequency of our own RIA practice management articles – to sign up to be notified of new content, click here.

In the sixth episode of <a href="https://pfiadvisors.com/coo-roundtable/" rel="noopener noreferrer nofollow" target="_blank">The COO Roundtable</a>, Matt was excited to welcome the first CEO to the Roundtable discussion!  Jeff Concepcion, Nancy Andrefsky, and Lou Camacho from Stratos Wealth Partners joined Matt for an easy going, yet extremely insightful interview.  Stratos Wealth Partners has 287 advisors in 87 offices across 24 states and serves more than 13,000 clients with over $13 billion in assets under management.  Jeff is Founder and CEO of the firm while Nancy, who has worked with Jeff since the firm’s inception, holds the COO and CFO titles and Lou heads Stratos Wealth Alliance as its President.  In this episode, Matt, discussed with Jeff, Nancy, and Lou how they each play a vital role in sustaining such a large, acquisition-focused enterprise and much more, including: <ul> <li>The Stratos Wealth Partners model and how they differentiate themselves in the marketplace</li> <li>Nancy and Lou’s respective backgrounds and how those experiences influence their current roles at the firm</li> <li>How Nancy balances the plethora of responsibilities that come with being COO and CFO</li> <li>Jeff’s take on the importance of professional management in the RIA space</li> <li>Nancy’s thoughts on the age-old profit vs. growth debate</li> <li>How Lou leverages Stratos’ technology platform in the sales process with advisors</li> <li>Jeff’s opinion on the recent large liquidity events of RIA aggregators (Focus Financial Partners, Hightower Advisors, and the recent sale of United Capital to Goldman Sachs)</li> </ul> We hope you enjoy, share, and <a href="https://pfiadvisors.com/coo-roundtable/" rel="noopener noreferrer nofollow" target="_blank">subscribe</a>! To subscribe to the podcast on iTunes, <a href="https://itunes.apple.com/us/podcast/the-coo-roundtable/id1446368392?mt=2" rel="noopener noreferrer nofollow" target="_blank">click here</a> or to subscribe on Google Play, <a href="https://play.google.com/music/listen?u=0#/ps/Iu67zb3di5inzuczjoudqvgi76a" rel="noopener noreferrer nofollow" target="_blank">click here</a>. We are increasing the frequency of our own RIA practice management articles – to sign up to be notified of new content, <a href="https://pfiadvisors.com/blog/" rel="noopener noreferrer nofollow" target="_blank">click here</a>.

EP 6 - Jeff Conception, Nancy Andrefsky, & Lou Camacho of Stratos Wealth Partners