Market Counsel Summit Series: Cracking the Merger and Acquisition Code with Greg Friedman - a podcast by Matt Halloran and Kirk Lowe, TAM Hosts

Many advisors dream of doing an acquisition or merger, but being successful in these ventures is a whole other conversation. Luckily, the next guest on the MarketCounsel Summit series can speak to making these moves successfully.



Greg Friedman, CEO of Private Ocean, shares his experiences with small beginnings, merging, and keeping company culture and philosophy top of mind. Tune in now to learn more!



Resources: Private Ocean

Further episodes of Top Advisor Marketing Podcast

Further podcasts by Matt Halloran and Kirk Lowe, TAM Hosts

Website of Matt Halloran and Kirk Lowe, TAM Hosts