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Johnny Adams

πŸ‘€ Speaker
41 total appearances

Appearances Over Time

Podcast Appearances

The Growth Workshop Podcast
Episode 25, Part 2 - Private Equity, Tech and the Future of Wealth Management

Because it's not on my list.

The Growth Workshop Podcast
Episode 25, Part 2 - Private Equity, Tech and the Future of Wealth Management

Because, you know, the report really, and as Matt will close up in a moment with some of the key takeaways, but the report talks about how much activity will occur in the coming years.

The Growth Workshop Podcast
Episode 25, Part 2 - Private Equity, Tech and the Future of Wealth Management

And one of the standout sort of piece of data in the report was about, you know, 77% of the respondents intend to acquire in 2025, but only would imagine, as Donald mentioned, more activity in 2026.

The Growth Workshop Podcast
Episode 25, Part 2 - Private Equity, Tech and the Future of Wealth Management

All of the insights and all the conversations we've had so far, I'd like you each just to respond and I'll start off with you, Gilly.

The Growth Workshop Podcast
Episode 25, Part 2 - Private Equity, Tech and the Future of Wealth Management

What is the one thing that you'd be recommending to the industry at the moment that they focus on to make this approach of consolidation and the integration really, really efficient, but also really great for our customers?

The Growth Workshop Podcast
Episode 25, Part 2 - Private Equity, Tech and the Future of Wealth Management

Because we don't talk enough about the customer.

The Growth Workshop Podcast
Episode 25, Part 2 - Private Equity, Tech and the Future of Wealth Management

We always talk about ourselves.

The Growth Workshop Podcast
Episode 25, Part 2 - Private Equity, Tech and the Future of Wealth Management

If we're thinking about consolidation, what's that one thing that you would recommend to the industry right now?

The Growth Workshop Podcast
Episode 25, Part 2 - Private Equity, Tech and the Future of Wealth Management

And I'll start off with you, Gilly, and I'll go to you, Donald, and then Dave.

The Growth Workshop Podcast
Episode 25, Part 2 - Private Equity, Tech and the Future of Wealth Management

It sounds like another episode will come out of that, just talking about the people side.

The Growth Workshop Podcast
Episode 25, Part 2 - Private Equity, Tech and the Future of Wealth Management

That's brilliant, Gillian.

The Growth Workshop Podcast
Episode 25, Part 2 - Private Equity, Tech and the Future of Wealth Management

Donald, what about you?

The Growth Workshop Podcast
Episode 25, Part 2 - Private Equity, Tech and the Future of Wealth Management

And the report talks about the due diligence phase of a lot of those areas, but also the integration part.

The Growth Workshop Podcast
Episode 25, Part 2 - Private Equity, Tech and the Future of Wealth Management

So there's some really great snippets about those.

The Growth Workshop Podcast
Episode 25, Part 2 - Private Equity, Tech and the Future of Wealth Management

Top mark so far.

The Growth Workshop Podcast
Episode 25, Part 2 - Private Equity, Tech and the Future of Wealth Management

What's the figure of those that do have an IMO in their business when they're integrating?

The Growth Workshop Podcast
Episode 25, Part 2 - Private Equity, Tech and the Future of Wealth Management

Do they have an integrating management office, a lot of the organizations?

The Growth Workshop Podcast
Episode 25, Part 2 - Private Equity, Tech and the Future of Wealth Management

Brilliant.

The Growth Workshop Podcast
Episode 25, Part 2 - Private Equity, Tech and the Future of Wealth Management

Love the stats as well.

The Growth Workshop Podcast
Episode 25, Part 2 - Private Equity, Tech and the Future of Wealth Management

Then Dave, over to you.