Jerry Butler Queenston
Jerry Butler MBA CFP CIM has been in the financial services industry for 25 years as an accountant, investment broker and financial planner. Jerry started Queenston in 2012 working with financial advice businesses to do valuations, consulting, dealer to dealer transitions and mergers & acquisitions. Queenston has valued and transitioned over $125 million in value and $5 billion in AUM. In addition, Queenston has worked with advisors and dealers on Succession and Exit Planning. Mr. Butler has consulted with advisors and done presentations all over Canada. Queenston has become an expert in the value of the different business models and an expert on increasing the value of a financial advisor’s business.
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NovemberPUT $$$ IN YOUR POCKET
17 November 2020
There are several ways to use your business’s value to put $$$$$ in your pocket – often without reducing the…
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NovemberBUSINESS GROWTH IN THE NEW NORMAL
06 November 2020
Clearly 2020 has presented an opportunity for many advisors to adjust / modify their business model primarily through the use…
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OctoberCALLING ALL PORTFOLIO MANAGERS – CURRENT AND FUTURE
08 October 2020
One of the most frequent phone calls we get is from advisors trying to advance their careers as a PM…
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OctoberHOW TO ACQUIRE FINANCIAL ADVICE BUSINESSES
02 October 2020
Financial businesses remain firmly in a Seller’s Market. And why shouldn’t they be – great recurring revenue, a fantastic life…
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SeptemberTONS OF OPPORTUNITIES TO ACQUIRE, MERGE AND GROW
14 September 2020
Summer’s gone. Co-vid is not gone and has changed the way we do business! Having said that; I think most…
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