The Financial Advisor M&A Guidebook
Best Practices, Tools, and Resources for Technology Integration and Beyond

The Financial Advisor M&A Guidebook is a comprehensive guide that walks owners and operations professionals through the steps of strategy, assessment, implementation, adoption and growth, all while considering how to best inspire and galvanize a firm’s most valuable asset – its people.

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High Impact Financial Operations Network


4 Steps to Building the 2025 Advisory Firm

Written by HIFON member: Jon Holmgren      You know the sound that a record player makes when it comes to a screeching halt and the music abruptly cuts off. That was the sound in my head when I was recently asked the question, “What percentage of the work you do on a day-to-day basis…

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