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7min chapter
The Art & Science of Creating an Exceptional RIA: Dakota Wealth Management
RIA+
Successful Integration Strategies and Acquisition Lessons
This chapter delves into Dakota Wealth Management's effective integration of acquired firms, emphasizing the role of an integration team and the proactive approach taken to enhance decision-making. It also explores the company's unique culture, strategic growth plans, and the selective approach towards future acquisitions and organic growth.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode