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

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

Connected to this scenario, you can really have the time to take The Financial Advisor M&A Guidebook: Best Practices, Tools, And Resources For Technology Integration And Beyond as so as feasible. Be one of the excellent individuals that take this publication likewise for resource. For ensuring you to get this publication, we will show how you could find as well as get the soft documents of it right here. Just adhere to the link that we offer and also you could directly find and also make deal to get this publication. This is just picked to get and wait in some gadget that you bring anywhere or in the house or workplace.

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

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

When I'm desired to read something, I intend to look up at specific book. And now, I'm still perplexed of what kind of book that can assist me make need of this time. Do you really feel the same? Wait, can everyone tell me just what to decide to entertain my lonely and leisure time? What type of book is really recommended? Such a challenging thing, this is just what you as well as I most likely really feel when having much more spare time and also have no suggestion to check out.

Why must be publication The Financial Advisor M&A Guidebook: Best Practices, Tools, And Resources For Technology Integration And Beyond Publication is among the easy resources to search for. By obtaining the writer and style to get, you could find so many titles that provide their information to obtain. As this The Financial Advisor M&A Guidebook: Best Practices, Tools, And Resources For Technology Integration And Beyond, the inspiring publication The Financial Advisor M&A Guidebook: Best Practices, Tools, And Resources For Technology Integration And Beyond will certainly give you just what you should cover the work target date. As well as why should be in this website? We will certainly ask first, have you more times to go with going shopping the books and also hunt for the referred book The Financial Advisor M&A Guidebook: Best Practices, Tools, And Resources For Technology Integration And Beyond in book store? Many individuals might not have sufficient time to find it.

You may not expose that this publication will give you whatever, however it will give you something that could make your life much better. When other people still feels perplexed in selecting guide, it is various with exactly what you have actually gotten to. By downloading and install the soft documents in this website, you can boost the book as your own asap. This is not sort of magic design as a result of the visibility of this site will certainly offer you quick methods to obtain the book.

After reading this book, you will really recognize just how specifically the value of reviewing books as common. Believe once again as what this The Financial Advisor M&A Guidebook: Best Practices, Tools, And Resources For Technology Integration And Beyond provides you new lesson, the other books with many motifs as well as categories as well as million titles will certainly likewise offer you same, or greater than it. This is why, we constantly provide just what you require and also just what you should do. Numerous collections of the books from not only this nation, from abroad a nations in the world are supplied right here. By supplying very easy way to assist you finding guides, with any luck, reading routine will certainly spread out easily to other people, as well.

From the Back Cover

With M&As in the RIA space increasing, many firms are rapidly changing hands with little to no expert guidance on how to successfully execute a merger or acquisition. In 2017, a record number of M&A deals closed in the advisor space – 168 transactions, or a 22% growth over 2016. Aside from a fifth straight year of record highs in M&A activity, the size of the acquired firms has also increased, with average acquisitions involving wealth managers exceeding $1.01 billion in assets under management.  For many advisors, it only takes a handful of missteps during a merger or acquisition to jeopardize their business, but with so much unknown, advisors need a guidebook for success. A significant and often overlooked component to a successful RIA merger or acquisition is the thoughtful integration of technology. This comprehensive guide walks you 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. 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. 

Read more

About the Author

Greg Friedman is an innovator and advocate for excellent wealth management. He is co-founder and CEO of Private Ocean, one of the West Coast's leading wealth management firms. He’s also the former co-founder of Junxure, an industry leading CRM for advisors. Friedman is widely recognized as one of the nation’s top financial advisors. Investment Advisor Magazine named him as one of its Top 25 most influential financial advisors in 2008, 2009 and 2010.  In 2008, Financial Planning Magazine included Friedman in its elite list of financial “Movers and Shakers.” In 2007, Charles Schwab honored him with its prestigious IMPACT Award® for “Best in Tech.” Friedman plays a lead role in the movement toward tighter technology integration in the financial planning industry.  He was also recognized by Investment News in 2017 as an Icon and Innovator.Shaun Kapusinski is all about operational excellence. He has spent over 15 years at Sequoia Financial Group, LLC, and is currently a Director of Operations focusing on technology and administration. Kapusinski turned his passion for operations into one of the industry’s first operations-focused study groups. In 2010, he founded HIFON, an RIA operations network linking together over 200 RIA firms across the country. Shaun’s other industry and community involvement includes being a member of The University of Akron’s Finance Advisory Board; he is a current Committee Member for the operations track at Bob Veres’ Insider’s Forum; and he is a former member of the Schwab Advisor Services Technology, Operations & Service Advisory Board. Shaun has been a speaker on various operations topics at multiple industry conferences.

Read more

Product details

Hardcover: 127 pages

Publisher: Palgrave Macmillan; 1st ed. 2018 edition (December 19, 2018)

Language: English

ISBN-10: 3030000028

ISBN-13: 978-3030000028

Product Dimensions:

6.5 x 0.8 x 9.5 inches

Shipping Weight: 1 pounds (View shipping rates and policies)

Average Customer Review:

5.0 out of 5 stars

1 customer review

Amazon Best Sellers Rank:

#383,388 in Books (See Top 100 in Books)

For any Advisor or Ops professional exploring M&A as a growth strategy for their RIA - this book is a must read. It is practical, sensible and detailed. It provides actionable and meaningful ideas for how to approach M&A from a WHOLE firm perspective - and with the client in mind. Thank you Greg & Shaun for this instructive manual!

The Financial Advisor M&A Guidebook: Best Practices, Tools, and Resources for Technology Integration and Beyond PDF
The Financial Advisor M&A Guidebook: Best Practices, Tools, and Resources for Technology Integration and Beyond EPub
The Financial Advisor M&A Guidebook: Best Practices, Tools, and Resources for Technology Integration and Beyond Doc
The Financial Advisor M&A Guidebook: Best Practices, Tools, and Resources for Technology Integration and Beyond iBooks
The Financial Advisor M&A Guidebook: Best Practices, Tools, and Resources for Technology Integration and Beyond rtf
The Financial Advisor M&A Guidebook: Best Practices, Tools, and Resources for Technology Integration and Beyond Mobipocket
The Financial Advisor M&A Guidebook: Best Practices, Tools, and Resources for Technology Integration and Beyond Kindle

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

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

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

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