blackdiamond.advent.com | info@advent.com Striking the Right Balance Between M&As and Organic Growth As the consolidation trend sweeps through the wealth management industry, financial advisors may consider a merger and acquisition strategy as a quick way to scale their businesses. Yet this inorganic growth path can sometimes come at the expense of organic growth through prospecting, considering M&As are time-consuming transactions. The optimal growth trajectory may be a mix of these two strategies as both have their place. Advisors can balance between these two growth options. What’s critical to the success of both is having the right technology stack that allows advisors to sustainably scale their business. Scaling organically The pandemic sped up technological adoption f

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