Integrating Culture in Successful RIA Mergers and Acquisitions: The Guide for Financial Advisors

By Greg Friedman and Cynthia Greenfield

Book Overview

Discusses different individual reactions to change based on the situation alongside providing tips on how to think about change and what leaders can be doing - in language, in communication - to promote positivity about impending change

Showcases what an internal culture assessment looks like and helps advisors set goals for their ideal work culture

Explores how to protect and preserve culture while also being sensitive and aware of the other firm

Offers solutions on how to continue nurturing a collaborative, open environment with engaged, motivated employees

• Format: Paperback
• Language: English
• ISBN: 3030624463
• ISBN13: 9783030624460
• Release Date: March 2022
• Publisher: Palgrave MacMillan
• Length: 128 Pages
• Weight: 0.50 lbs.
• Dimensions: 0.3" x 6.1" x 9.2"