Jim Cahn, Chief Investments & Business Development Officer at Wealth Enhancement Group was quoted by Barron’s in the article “4 Tips for a Successful RIA Merger.”
Jim stresses the importance of compensating support staff appropriately so they want to join the merging team. Many deals focus on advisor compensation, but the transaction should feel like a win for all participants, not just advisors, he says.
Access the full article written by Cheryl Winokur Munk.
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