In this episode of the TPR podcast, Matthew, James Cahn, and Dean Smith discuss the intricacies of mergers and acquisitions in the advisory industry, emphasizing the importance of talent acquisition, cultural fit, and organic growth. They explore the challenges faced by smaller firms in competing with larger entities, the significance of compliance and cybersecurity, and the necessity of succession planning for long-term success. The conversation highlights the evolving landscape of financial advising and the critical factors that advisors must consider to thrive in a competitive market.
The Critical Role of Talent in Advisory Firms [Episode 308]
Resources in today's episode:
- Matt Jarvis: Website | LinkedIn
- James Cahn: Website | LinkedIn
- Dean Smith: LinkedIn
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