2min chapter

Barron's Advisor cover image

Nikolee Turner: Mastering the Three-Phase Framework for M&A Success

Barron's Advisor

CHAPTER

Navigating the Evolution of Financial Advisory: Avoiding the Wire House Trap

This chapter delves into the evolving landscape of mergers and acquisitions in the financial advisory sector, juxtaposing it with the traditional wire house model. It examines the challenges leaders face in fostering innovation while upholding fiduciary principles within increasingly bureaucratic structures.

00:00

Get the Snipd
podcast app

Unlock the knowledge in podcasts with the podcast player of the future.
App store bannerPlay store banner

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode

Save any
moment

Hear something you like? Tap your headphones to save it with AI-generated key takeaways

Share
& Export

Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode