Behind the Deal is the only podcast that provides an inside look at merger and acquisition activity in the wealth management industry.
Hosted by ECHELON Partners’ Mark Bruno, Behind the Deal features the real stories of the top deal-makers in the industry. They offer insights into their actual M&A experiences and provide advice, guidance and counsel for wealth managers looking to execute a successful acquisition, sale or merger.
- Watch Episode 1: Kay Lynn Mahue | Merit Financial
- Sneak Peek of Episode 2: Greg Friedman | Private Ocean
- Download and subscribe to Behind the Deal: