According to a recent WealthManagement.com industry survey, RIA mergers and acquisitions are hitting record numbers as the growing population of aging business owners are getting ready for their golden years. For opportunistic firms, M&A has become a key strategy to turbo charge growth.

However, how to maintain client loyalty and cultural compatibility is critical for post M&A success. Professional buyers are leveraging their operational efficiencies and robust infrastructure to create a smooth onboarding process for acquired clients and staff.

Join this lively webinar for an insightful discussions with industry veterans on key strategies that will create business synergies and profits via M&A deal making.

Don't wait, register now!

*CFP, CIMA^®, CPWA^®, and AEP^® CE Credits have been applied for and are pending approval.