How do RIAs know if they are M&A ready? How are deals sourced? Dynasty's Harris Baltch is joined by Mark Tibergien, former CEO of Pershing Advisor Solutions, and Brad Armstrong, partner at Lovell Minnick Partners, to delve into the key criteria for M&A deal readiness, how to access the best COIs for originating high quality M&A opportunities and more.
Amy Mullen discusses how her firm, Money Quotient, helps advisors guide their clients to gain self-awareness around their values and what’s most important to them.
As wealth management firms prepare to return to a new normal, the real winners will be those who make best respond to the challenges and lessons learned from the past year.
