2022 M&A Recap in the Financial Services Space & What’s Next for the Industry

15/02/2023 45 min
2022 M&A Recap in the Financial Services Space & What’s Next for the Industry

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Episode Synopsis

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
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