2022 M&A Recap in the Financial Services Space & What’s Next for the Industry
Feb 15, 2023
45:59
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We are back with our next episode of Quantum Growth for Financial Advisors! This week, we review the M&A space with David Grau Jr. at Succession Resource Group to recap what the wealth management industry saw in 2022. David talks about the noteworthy trends in M&A for financial advisors that occurred last year and compares