 It is not over when you sign on the dotted line. In many aspects the work is just beginning at that point in time."Mary Sterk, president, Sterk Financial Services.
|
RIA Deals: How to Keep Clients Happy
Kenneth Corbin | Financial Planning, October 2014
Read the article online >
Summary: As advisors look to mergers and acquisitions to fuel growth strategies and succession plans, firms need to look beyond the nuts and bolts of the transaction and think strategically about how a combined firm will operate, experts said this week at the FSI's financial advisor summit.
Be the first to comment on this Article
