Many advisors dream of doing an acquisition or merger , but being successful in these ventures is a whole other conversation.
Luckily, the next guest on the MarketCounsel Summit series can speak to making these moves successfully.
Related: MarketCounsel Summit Series: Turn Fearful Clients into Fearless Investors with Aaron Klein
Greg Friedman, CEO of Private Ocean, shares his experiences with small beginnings, merging, and keeping company culture
and philosophy top of mind.
Tune in now to learn more!
Resources: Private Ocean