Why Mergers Are a Fantastic Growth and Succession Strategy for Advisory Firms

In this episode of Bluespring Outloud, Dave Allen, Keith More, and Mitch Walk of Security Financial Management join Stuart Silverman to discuss their evolution from siloed, solo practices into an ensemble firm with multiple partners, G2 and G3 advisors, and ample support staff. Together, they’ll share advice for other advisors and firms considering merger and acquisition opportunities and how it can elevate your business, deepen client service, and create greater opportunities for future growth.