M&A activity has been on fire in the retirement industry for the past several years. Why are advisors increasingly looking for partners right now? Is it just for succession planning purposes, or are smaller firms finding specific points of disadvantage? What help are advisors looking for when vetting potential partners (nope, it’s not just technology or payout!) Join Ross as he chats with Kay Lynn Mahue, President at Merit Financial Partners. Kay Lynn shares practical help for advisors looking at potential partners, including one very insightful question advisors should ask anyone they are thinking of partnering up with, how to balance the need to make a decision with the inevitable uncertainties, and how to gain insight into firm culture and leadership philosophy. And what missteps of her own did Kay Lynn share that can help advisors spend more time focused on the right things?

meritfinancialadvisors.com