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
- Watch Episode 2: Greg Friedman | Private Ocean
- Watch Episode 3: WealthTECH M&A
- Watch Episode 4: Ron Carson | Carson Group
- Listen to Episode 5: Q2 2020 Deal Report Findings
- Watch Episode 6: Vince Morris | Resources Investment Advisors
- Watch Episode 7 M&A Review: Bob Oros | Hightower Advisors
- Sneak Peek of Episode 8: Amy Webber | Cambridge Investment Research
- Download and subscribe to Behind the Deal: