A
Andrew Maroli
Andrew D. Mirolli, CEPA® — Co-Founder and Head of Client Services at buyAUM.com, helping RIAs with succession planning, acquisitions, and practice transitions.
1
APPEARANCES
1
PODCASTS
012
DEC 30
JAN 6
JAN 13
JAN 20
JAN 27
FEB 3
FEB 10
FEB 17
FEB 24
MAR 3
MAR 10
MAR 17
MAR 24
MAR 31
APR 7
APR 14
APR 21
APR 28
MAY 5
MAY 12
MAY 19
MAY 26
JUN 2
JUN 9
JUN 16
JUN 23
JUN 30
JUL 7
JUL 14
JUL 21
JUL 28
AUG 4
AUG 11
AUG 18
AUG 25
SEP 1
SEP 8
SEP 15
SEP 22
SEP 29
OCT 6
OCT 13
OCT 20
OCT 27
NOV 3
NOV 10
NOV 17
NOV 24
DEC 1
DEC 8
DEC 15
DEC 22
DEC 29
JAN 5
JAN 12
JAN 19
JAN 26
FEB 2
FEB 9
FEB 16
FEB 23
MAR 2
MAR 9
MAR 16
MAR 23
MAR 30
APR 6
APR 13
APR 20
APR 27
MAY 4
MAY 11
MAY 18
MAY 25
JUN 1
JUN 8
JUN 15
JUN 22
JUN 29
JUL 6
JUL 13
JUL 20
JUL 27
AUG 3
AUG 10
AUG 17
AUG 24
AUG 31
SEP 7
SEP 14
SEP 21
SEP 28
Jul 29, 2026
Bonus Episode: The Art of Financial Matchmaking for Advisors
A
10:44Andrew MaroliGUEST
So, Seth, I think it's, [sighs] I think that a lot of the advisors in the space that are solo or independent, they focus on...
A
11:03Andrew MaroliGUEST
I'm making good money." Um, the other camp says, "I'm gonna grow to find security." And so I think the, the piece of advice I would say is to begin to pivot and think about, "What am I really building?" And, "Is what I'm building something that someone would buy?" Right? My partner and I, we're both CEPAs, which is a certified exit planning advisor.