Nikolee Turner

Nikolee Turner, the Head of Business Consulting at Schwab Advisor Services, shares her expertise in M&A strategies tailored for financial advisors. She breaks down a three-phase framework that emphasizes cultural alignment and proactive engagement. Turner discusses the critical need for thorough preparation and clear communication before acquisitions. She also addresses integration challenges, capturing synergies, and avoiding buyer's remorse. Finally, she offers insights into the future of the advisory sector and the impact of technological advancements on M&A.