The Financial Advisor M&A Guidebook: Best Practices, Tools, and Resources for Technology Integration and Beyond

by Greg Friedman and Shaun Kapusinski

Book Overview

Addresses overlooked aspects that can make or break M&A

Highlights the importance of a dedicated technology strategy and how to create one

Outlines how leaders can successfully implement new technology and phase out legacy systems

Covers strategies for promoting and encouraging adoption of technology, including incentive programs, training and education, and milestones

Helps leaders with goal-setting to reach the next...

• Format: Hardcover
• Language: English
• ISBN: 3030000028
• ISBN13: 9783030000028
• Release Date: January 2019
• Publisher: Palgrave MacMillan
• Length: 127 Pages
• Weight: 1.00 lbs.
• Dimensions: 0.5" x 9.0" x 9.4"