Dave Welling

Dave Welling, CEO of Mercer Advisors, reveals how his company transformed into a $70 billion powerhouse through an innovative acquisition strategy. He sheds light on the importance of cultural compatibility and shared values in selecting partners. Welling emphasizes the need for a client-centric approach and strong relationships in the advisory industry. He also discusses the benefits of employee equity ownership in fostering motivation and teamwork, making a compelling case for growth through collaboration.