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Addresses overlooked aspects that can make or break M&A
Highlights the importance of a dedicated technology strategy and how to create one
Outlines how leaders can successfully implement new technology and phase out legacy systems
Covers strategies for promoting and encouraging adoption of technology, including incentive programs, training and education, and milestones
Helps leaders with goal-setting to reach the next level of efficiency and growth
List of contents
1. The M&A Landscape and Technology's Role.- 2. Aligning Your Technology Strategy.- 3. Setting Your Integration Timeline.- 4. Inventory and Assessment- How Your Technology Stacks Up.- 5. Getting Started with Implementation.- 6. Rollout and Adoption.- 7. Next Steps and Growing Forward Together.
About the author
Greg Friedman is an innovator and advocate for excellent wealth management. He is co-founder and CEO of Private Ocean, one of the West Coast's leading wealth management firms. He's also the former co-founder of Junxure, an industry leading CRM for advisors. Friedman is widely recognized as one of the nation's top financial advisors.
Investment Advisor Magazine named him as one of its Top 25 most influential financial advisors in 2008, 2009 and 2010. In 2008,
Financial Planning Magazine included Friedman in its elite list of financial "Movers and Shakers." In 2007, Charles Schwab honored him with its prestigious IMPACT Award® for "Best in Tech." Friedman plays a lead role in the movement toward tighter technology integration in the financial planning industry. He was also recognized by Investment News in 2017 as an Icon and Innovator.
Shaun Kapusinski is all about operational excellence. He has spent over 15 years at Sequoia Financial Group, LLC, and is currently a Director of Operations focusing on technology and administration. Kapusinski turned his passion for operations into one of the industry's first operations-focused study groups. In 2010, he founded HIFON, an RIA operations network linking together over 200 RIA firms across the country. Shaun's other industry and community involvement includes being a member of The University of Akron's Finance Advisory Board; he is a current Committee Member for the operations track at Bob Veres' Insider's Forum; and he is a former member of the Schwab Advisor Services Technology, Operations & Service Advisory Board. Shaun has been a speaker on various operations topics at multiple industry conferences.
