One factor driving the rapid rise of M&A in the advisory industry? It’s increasingly the only way to grow a practice into a sustainable business, argued a trio of RIA executives at the recent TDAI conference.
Michael Boardman has 30 years of industry experience, and has previously held senior leadership roles at Chase Wealth Management, U.S. Bank and Charles Schwab
Hear from two industry veterans discussing the client journey as a framework for developing a technology blueprint for enhancing service delivery, driving client satisfaction, which results in more referrals.
