Next Mile · Episode 16

The Keys to Successful M&A in Wealth Management

with Matt Brinker  ·  October 17, 2023

About This Episode

Next Mile Episode 16: The Keys to Successful M&A in Wealth Management with Matt Brinker. A conversation about wealth management, fintech, and the future of financial advisory firms.

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MILEMARKER RESOURCE RIA M&A Due Diligence MILEMARKER RESOURCE Data Migration for RIAs MILEMARKER RESOURCE Client Data Consolidation

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