How Lanark Financial Is Preparing for the Next 30 Years
How Lanark Financial Is Preparing for the Next 30 Years
Building Enterprise Value Through Collaboration at MarshBerry’s Ascend
At MarshBerry’s Ascend, industry leaders come together to exchange ideas, challenge traditional thinking, and explore what it takes to build stronger, more valuable businesses. That spirit of collaboration shaped a recent MarshBerry Expert Perspectives conversation between Brandon Helms, MarshBerry Vice President, and Peyton Falkenburg, Lanark Financial President.Together, Brandon and Peyton discuss how advisory firms can move beyond a lifestyle-business mindset and begin building sustainable enterprise value. Their conversation highlights the importance of integrated platforms, employee ownership, succession planning, and leadership development in creating a firm that can continue growing for generations.Peyton also shares his perspective on the technology gap within wealth management and the growing role of artificial intelligence. While new tools can improve efficiency and advisor support, he emphasizes the importance of preserving the personal relationships that remain central to the advisor and client experience.Drawing on MarshBerry’s experience helping firms develop stronger growth and succession strategies, along with Peyton’s experience leading a hybrid firm with 80 advisors and $5 billion in assets under management, the conversation offers practical insight into the decisions leadership teams should be making today.Watch the full MarshBerry Expert Perspectives conversation from Ascend to learn how forward-thinking firms are preparing for the future of wealth management.
