Ep 77: Strategic perspectives on scale and independence – Matt Brinker
Between Meetings with Matt Heine
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The Evolution of the Wealth Management Space in the United States
I've got a very firm opinion on, you know, some of the really around the behavior changes of what happens when you sell 100% of your business. I didn't like that, naturally, misalignment with working with individuals that have sold 100% of their business. Just the optionality that you afford yourself in retaining the equity, I think, is well worth the journey of that control. So it's, and look, I think the, what I would sort of call the rolled up firms 2.0 that have been very successful here in the States are doing great work.
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