Investment banking for asset management and value development consulting firm with Elizabeth Nesvold

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Investment banking for asset management and value development consulting firm with Elizabeth Nesvold

Elizabeth Nesvold is the CEO and Chief Funding Officer of Raymond James, an funding banking agency that gives funding banking providers to a number of the largest impartial capital transactions advisory companies. As we speak, she joins the present to debate the event of wealth administration firms over the many years and the way an funding banker views the ranking of a consulting agency.

Take heed to how we discuss in depth about how getting a ranking out of your consulting agency generally is a great tool for understanding whether or not your agency is getting a great return on funding, in addition to what Liz has realized as a founder promoting her personal agency. You’ll hear what funding bankers are doing for asset administration firms, the dynamics of elevating capital when establishing a consulting agency, and the way Liz advises the founders of different consulting companies who’re getting ready to promote their companies.

Efficiency notes and extra info may be discovered at: https://www.kitces.com/179

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