The Challenges Of Tech Integration During The M&A Process With Greg Friedman & Shaun Kapusinski

In my experience, tech integration does not receive the appropriate attention on the front end of M&A deals. This leads to some real integration challenges. Putting a critical lens on the tech stack during the process will present opportunities for both parties to streamline systems and deliver a better client experience. My guests on this episode of The Resilient Advisor Podcast have published a new book to help financial advisors and firms navigate this process.

Order Your Copy: The Financial Advisor M&A Guidebook (https://hifon.org/book/)

For your show notes, here are links to include:

Information and links to purchase the book   https://hifon.org/book/eBook to purchase https://www.palgrave.com/us/book/9783030000028?utm_source=HIFON&utm_medium=bannerHardback book to purchase https://www.amazon.com/gp/product/3030000028/ref=as_li_tl?ie=UTF8&tag=hifon1-20&camp=1789&creative=9325&linkCode=as2&creativeASIN=3030000028&linkId=cfb595807aa2dca84f6243a87b93f3b8

My Guests:

Greg Friedman is the CEO of Private Ocean, an innovative West Coast wealth management firm, and the founder of Junxure, a popular CRM platform for financial advisors.

Connect on LinkedIn:

https://www.linkedin.com/in/greg-friedman-cfp/

Shaun Kapusinski is the Director of Technology & Operations at Sequoia Financial Group and the Founder of HIFON. Since 2010, HIFON has quietly built the premier community of RIA Operations Professionals.

Connect on LinkedIn: https://www.linkedin.com/in/shaunkapusinski/