Episode 25, Part 1 - Why M&A Stalls Organic Growth in Wealth Management

Industry leaders from Solve Partners: Dave Mason, Gilly Green and Donald Reid reveal why mergers and acquisitions often suppress organic growth in wealth management. They share practical insights on advisor engagement, cultural integration, and the hidden pitfalls that derail growth post-deal. If you’re considering consolidation or navigating integration, this conversation offers actionable strategies to protect client relationships and accelerate success.

Download their white paper here: https://solvetogether.co.uk/insights/consolidation-whitepaper/