Matt Best

really encourage you to dive into this fantastic report.

And I'm sure you'll, well, I'm certain you'll learn something that will be relevant for you in your context.

I think the kind of three key things to me are, and we've touched on this as part of the themes, but I think it's a really great advice around there in the report.

If you're

If you're in the throes of going through an acquisition or a merger, or whether you're selling your business or whether you're in the business of buying.

And I think it's making sure you prepare well, making sure you then set aside the time and prioritize the importance of doing a good job for the culture, for the people, for the technology and for the operations.

um to really get the to get the outcome that you want you don't end up just sort of um with with a lot of a lot of complexity a lot of a lot of annoyed advisors and and really not very much to show for it in terms of growths look we will link at the bottom of this podcast how you can gain access to the report so that um so that the audience can listen into it and on behalf of johnny and i and the rest of the growth workshop podcast team jilly donald dave fantastic to see you thanks so much for coming on

Thanks so much.

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Until next time, keep up that forward thinking mindset.

Goodbye.

Hello and welcome to the Growth Workshop podcast with your hosts, me, Matt Best and Johnny Adams.

We're thrilled today to have three fantastic guests from the world of wealth management.

Solve and SBR, we've been working together now for a little over a year and really as a thought leader in this wealth management space, it's fantastic to have you join us today.

And just a quick introduction, I guess.

So

Dave and Donald, co-founders of the business and now executive leaders, of course, of Solve.

And then, Gillian, as part of your other responsibilities on other boards advising in this space or on the board of advisors for Solve as well.