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WealthManagement EDGE
May 31 (Pre-Conference Day) - June 3
The Diplomat Beach ResortHollywood, Florida

John Furey
Managing Partner at Advisor Growth Strategies

Profile

John Furey is the Managing Partner of Advisor Growth Strategies, LLC (AGS), a leading management consulting and transaction advisory firm serving the wealth management industry. AGS provides business management solutions for independent advisory firms seeking to grow their business and for financial advisors in transition. AGS has consulted with 300+ firms nationwide representing over $400 billion in investable assets. Mr. Furey conceptualized and leads aRIA (the Alliance for RIAs), an independent think tank of seven leading independent advisory firms committed to advancing the wealth management profession.

Prior to founding AGS, Mr. Furey was the Managing Director of strategic business development for Schwab Advisor Services™, where he was responsible for Schwab’s national program and sales efforts to attract new independent advisors. Mr. Furey is a recognized industry expert, thought leader, and a noted speaker at financial industry conferences. He is the author of numerous research reports and has been quoted in leading industry and national publications. Mr. Furey has been recognized as one of the most influential people in financial services by Investment Advisor magazine (the “IA25”). Mr. Furey earned a bachelor’s degree in accounting and economics from the State University of New York and a master of business administration degree from Arizona State University.

Agenda Sessions

  • M&A and Talent Acquisition: Hire or Acquire? Navigating the Battle for Talent in the RIA

    11:40am
  • M&A Limits Redefined

    5:15pm

Speakers at this event