Dave Mason
👤 Speaker
106
total appearances
Appearances Over Time
Podcast Appearances
The Growth Workshop Podcast
Episode 25, Part 1 - Why M&A Stalls Organic Growth in Wealth Management
I absolutely agree with you.
The Growth Workshop Podcast
Episode 25, Part 1 - Why M&A Stalls Organic Growth in Wealth Management
It's about sustained effort and about that timeline of three years to build a culture.
The Growth Workshop Podcast
Episode 25, Part 1 - Why M&A Stalls Organic Growth in Wealth Management
Again, don't focus on the transaction.
The Growth Workshop Podcast
Episode 25, Part 1 - Why M&A Stalls Organic Growth in Wealth Management
It takes a long time to keep that culture bedded and moving forward and not flip back into the kind of fiefdom of, well, we used to do it this way.
The Growth Workshop Podcast
Episode 25, Part 1 - Why M&A Stalls Organic Growth in Wealth Management
And examples of firms we've been talking to is quite often you'll
The Growth Workshop Podcast
Episode 25, Part 1 - Why M&A Stalls Organic Growth in Wealth Management
speak to a firm that has you know grown over many years and many acquisitions and still people will identify as i work for x but of course i used to work for y we were we were bought by them a few years ago i'm part of that crew so it really takes a long time to kind of um to embed a new culture yeah i think dave has a really good point there as well sorry johnny