How well will a merger serve your clients?

08/25/2014 | WealthManagement.com (U.S.)

Merging your firm with another will no doubt provide benefits to your clients. But there could also be some drawbacks. "It's critical that you identify both the benefits and challenges your clients will face in the merger and then craft a message to address those issues," writes Phillip Flakes.

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WealthManagement.com (U.S.)

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