Staying Out of the PE Race with Keel Point

Season 1 | Episode 24

At a moment when consolidation and private equity money are flowing, it’s rare to find a firm like Keel Point that has consciously decided not to participate and focus on building a legacy firm with the next generation of advisors. 

In this episode, we spoke with Mike Perry and Steven Skancke, President and Chief Economic Officer at Keel Point, respectively. They discussed how they’ve elected not to grow through PE money or acquisition and the crucial ingredients for setting their advisors up for success, such as focusing on succession planning and practicing high emotional intelligence.

Candice Carlton

Hi, I'm Candice, the Head of Advisor Growth Marketing at FiComm Partners. Prior to FiComm, I worked for and with some of the fastest growing and most innovative firms in the US including Mercer Advisors, United Capital acquired by Goldman Sachs and XY Planning Network. I love my job and find it extremely fulfilling to coach and consult with advisors across the country on how to rock video and podcasting to create a digital-first marketing strategy to connect and GROW. I'm passionate about yoga, poetry, fashion, and great coffee. At FiComm- we are “New Skool by Nature”, which means the only right answer is the one that feels right to you. There is so much freedom and power in that.

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