The WealthStack Podcast

The WealthStack Podcast: The Post-Merger Playbook


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Mergers and acquisitions often mark the beginning of a transformative journey, filled with both incredible opportunities and challenging headaches. Few industries offer more enticing M&A potential than wealth management, a fragmented sector where performance, processes, and personnel must consistently operate at peak efficiency. For financial advisory firms, regardless of size or type, preparing for acquisition …

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The WealthStack PodcastBy Shannon Rosic

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