As advisory firms continue to evolve, leaders are focused on creating long-term enterprise value while navigating rapid industry change.
In this interview, Brandon Helms, MarshBerry Vice President, sits down with Peyton Falkenburg, Lanark Financial President, to discuss the strategies shaping the firm’s future and the broader wealth management landscape.
Discussion topics include:
- Transitioning from a lifestyle mindset to an enterprise value mindset
- Building growth through platform integration, employee ownership, and succession planning
- Closing the technology gap and leveraging AI to better serve advisors and clients
- Lessons from leading a hybrid firm with 80 advisors and $5 billion in assets under management
Whether you’re planning for growth, succession, or the future of your firm, Peyton shares practical insights that can help leaders think strategically about what’s next.
