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Hardcover The Financial Advisor M&A Guidebook: Best Practices, Tools, and Resources for Technology Integration and Beyond Book
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ISBN: 3030000028

ISBN13: 9783030000028

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

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Format: Hardcover

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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 level of efficiency and growth

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Business Business & Investing

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