The Financial Advisor M&A Guidebook
Best Practices, Tools, and Resources
for Technology Integration and Beyond
Early Reviews for The Financial Advisor M&A Guidebook:
About the Authors
Combining the real-life experiences of a life-long financial advisor with the expertise of a 15-year operations director and founder of a large RIA ops network, this book takes real M&A experiences of the financial services industry and offers best practices, tools and resources to help advisors make smart decisions about technology integration that elevates the firm’s goals and solidifies its future success.