Fintech Mini-Series: Moving, Merging, or Selling? Find the Right Partnership With Brian Church (Ep. 359)

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Mergers and acquisitions can be an excellent way to scale your business. But only if you foster the right partnerships and relationships.

In this episode, Matt Halloran talks to Brian Church, founder & CEO of Advisory DNA. With a goal to help advisors live their Best Vocational Life™, Brian explains how advisors can accelerate their business growth by finding the right strategic partners and developing accretive relationships in the industry.

Brian discusses:

  • Advisory DNA’s free self-assessment for discovering your deepest personal and professional needs
  • The path to becoming an attractive destination firm for transitioning advisors
  • Factors that make or break great partnerships
  • Valuable advice for advisors considering a move, merge, or sale
  • And more


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About Our Guest:

Brian T. Church is the Founder and CEO of Advisory DNA, the financial advisory industry’s first advisor transition/transaction consulting model to successfully combine the art of human guidance with a robust compatibility analytics platform. Brian is also a consultant that orchestrates transitions, mergers, and acquisitions for some of the industry’s leading acquisition facilitators and advisory firms. Widely known as one of the top consultants in the industry, Brian has been working with firms of all sizes to find their best possible destination for more than 20 years. Brian is an international best-selling author and known as one of the world’s top “Business Relationship” experts who specializes in working with advisors and business owners to create what has become virally known as Relationship Momentum™.

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