So many firms want to grow inorganically and recruit established advisors to their firms and transfer their clients across, but what does this process actually entail? Is your firm M&A ready? How do you attract these advisors? What should the negotiation look like? Is the market too frothy right now? Ed and Gordon are joined by a panel of experts who live and breathe advisor recruitment every day: Mindy Diamond, Founder and CEO of Diamond Consultants, Justin Weinkle, Chief Financial Officer at Dynasty Financial Partners, and Phil Fiore, Partner and CEO at Procyon Partners.
M&A – The Power of Inorganic Growth
Sign up and stay up to date
Receive updates about Dynasty and our Community of Network Partners.