Episode 25, Part 1 - Why M&A Stalls Organic Growth in Wealth Management
JAN 30, 202626 MIN
Episode 25, Part 1 - Why M&A Stalls Organic Growth in Wealth Management
JAN 30, 202626 MIN
Description
Industry leaders from Solve Partners: Dave Mason, Gilly Green and Donald Reid reveal why mergers and acquisitions often suppress organic growth in wealth management. They share practical insights on advisor engagement, cultural integration, and the hidden pitfalls that derail growth post-deal. If you’re considering consolidation or navigating integration, this conversation offers actionable strategies to protect client relationships and accelerate success.Download their white paper here: https://solvetogether.co.uk/insights/consolidation-whitepaper/