If your firm wants to grow and scale, M&A can be the answer – if you understand the landscape. Learn how to overcome potential hurdles, identify the right tech partner and manage a smooth transition.
Self-described “homegrown Merrill” advisors Chad Goodchild and Jacob Schlicht share the drivers behind their choice to leave Merrill to launch independent firm Kickstand Wealth Advisors.
FiComm Partners' Candice Carlton, and Hightower's Doug Besso, discuss how their own firms and the fastest growing advisors they work with are leveraging technology to successfully engage with clients.
