Elizabeth Nesvold's guest appearances

Elizabeth Nesvold

Financial Advisor Success

DealQuest Podcast with Corey Kupfer 

Can You Hold My Attention?

Can You Hold My Attention?  The Derek Bruton Podcast

Mark Tibergien

Bill Cates

Mindy Diamond

Jeff Rose

Jesse Cole

Michael Kitces

Mike Michalowicz

Zoltan Istvan

Andy Schwartz

Anna Sergunina

David Bach

Joel Block

David Ortiz

Peter Lazaroff

Shirl Penney

OwlTail

Elizabeth (Liz) Nesvold is the Managing Director and Head of Asset &amp; Wealth Management Investment Banking for Raymond James. She joined the Raymond James’ team in 2019 as part of the acquisition of Silver Lane Advisors. Liz has been described as “the most experienced female investment banker specializing in the investment management and securities industry” by Mergers &amp; Acquisitions magazine. Listen in to our interview to learn more about:Liz’s Background &amp; ExperienceEarliest Deal-Making MemoriesGaining Deal-Making TractionDeals at Raymond JamesGetting Deals DoneThe Capital is ThereAnd more!Listen to the DealQuest Podcast today!Website: https://www.coreykupfer.com/LinkedIn: https://www.linkedin.com/in/coreykupfer/Facebook: https://www.facebook.com/CoreyKupferTwitter: https://twitter.com/coreykupfer See acast.com/privacy for privacy and opt-out information.

Elizabeth (Liz) Nesvold is the Managing Director and Head of Asset &amp; Wealth Management Investment Banking for Raymond James. She joined the Raymond James’ team in 2019 as part of the acquisition of Silver Lane Advisors. Liz has been described as “the most experienced female investment banker specializing in the investment management and securities industry” by Mergers &amp; Acquisitions magazine. Listen in to our interview to learn more about: <ul><li>Liz’s Background &amp; Experience</li><li>Earliest Deal-Making Memories</li><li>Gaining Deal-Making Traction</li><li>Deals at Raymond James</li><li>Getting Deals Done</li><li>The Capital is There</li><li>And more!</li></ul> Listen to the DealQuest Podcast today!Website: <a href="https://www.coreykupfer.com/" rel="noopener noreferrer nofollow" target="_blank">https://www.coreykupfer.com/</a>LinkedIn: <a href="https://www.linkedin.com/in/coreykupfer/" rel="noopener noreferrer nofollow" target="_blank">https://www.linkedin.com/in/coreykupfer/</a>Facebook: <a href="https://www.facebook.com/CoreyKupfer" rel="noopener noreferrer nofollow" target="_blank">https://www.facebook.com/CoreyKupfer</a>Twitter: <a href="https://twitter.com/coreykupfer" rel="noopener noreferrer nofollow" target="_blank">https://twitter.com/coreykupfer</a> See <a href="https://acast.com/privacy" rel="noopener noreferrer nofollow" target="_blank">acast.com/privacy</a> for privacy and opt-out information.

Episode 127: Wealth Management with Elizabeth Nesvold

Elizabeth Nesvold is the Managing Director and Head of Asset &amp; Wealth Management Investment Banking for Raymond James, providing investment banking services for some of the largest independent advisory firms engaging in capital transactions. Today she joins the show to discuss the evolution in wealth management firms over the decades and how an investment banker looks at the evaluation of an advisory firm.  Listen in as we talk in depth about how obtaining evaluation of your advisory firm can be a helpful tool in understanding whether your business is getting a good return on investment, as well as what Liz has learned as a founder selling her own firm. You will hear what investment bankers do for wealth management firms, the dynamics of raising capital when starting an advisory firm, and how Liz counsels other advisory firm founders getting ready to sell their businesses. For show notes and more visit: https://www.kitces.com/179        

Elizabeth Nesvold is the Managing Director and Head of Asset &amp; Wealth Management Investment Banking for Raymond James, providing investment banking services for some of the largest independent advisory firms engaging in capital transactions. Today she joins the show to discuss the evolution in wealth management firms over the decades and how an investment banker looks at the evaluation of an advisory firm. Listen in as we talk in depth about how obtaining evaluation of your advisory firm can be a helpful tool in understanding whether your business is getting a good return on investment, as well as what Liz has learned as a founder selling her own firm. You will hear what investment bankers do for wealth management firms, the dynamics of raising capital when starting an advisory firm, and how Liz counsels other advisory firm founders getting ready to sell their businesses. For show notes and more visit: <a href="https://www.kitces.com/179" rel="nofollow" target="_blank">https://www.kitces.com/179</a>

Ep 179: Investment Banking For Wealth Management And The Evolution Of Advisor Enterprise Value with Elizabeth Nesvold