Rich Gill, senior partner of Wealth Partners Capital Group, discusses what makes an attractive acquisition target, what a good deal looks like, how to prepare your firm for acquisition, how long the red hot M&A market will continue and much more.

An Update on Merrill’s Enhanced CTP: What it Means for Advisors, Their Next Gen and Clients

Launched in 2017 as Mindy Diamond on Independence, the show has taken on a broader perspective beyond the independent space to include topics, insights, and candid conversations around financial advisor transitions, growth, and an ever-changing industry landscape. Each episode is designed to offer objective guidance and actionable advice with some of the industry’s brightest movers and shakers.