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

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

Greg Friedman is an innovator and advocate for excellent wealth management. He is co-founder and CEO of Private Ocean, one of the West Coast’s leading wealth management firms. He is the author of two books; Advisory Leadership: Using the Seven Steps of Heart Culture to Create Lasting Success for Any Wealth Management Firm, and The Financial Advisor M&A Guidebook: Best Practices, Tools, and Resources for Technology Integration and Beyond.

Cynthia Greenfield is a Leadership Coach and owner of the consulting firm, in the Momentum, and also the Chief Experience Officer at Private Ocean Wealth Management. Working with executive teams and individuals, Cynthia focuses on the power of intention, thoughtful action, and accountability that drives and delivers meaningful results.