Integrating Culture in Successful RIA Mergers and Acquisitions: The Guide for Financial Advisors (Hardcover, 2021)

Introduction from Greg Friedman.- Chapter 1: Understanding and Succeeding at Change Management.- Chapter 2: Self-Assessment and 5 Steps to Identifying Your Ideal Work Culture.-Chapter 3: First Impressions ? Initial Discovery.- Chapter 4: Coming Face to Face: Expanding the Circle.- Chapter 5: Bringing it Together ? Kicking off Cultural Integration.- Chapter 6: Timelines and Blueprints ? Nurturing Your Integrated Culture.- Chapter 7: Repeating the Cycle and Applying Lessons Learned.- Chapter 8: Preserving Culture During Extraordinary Times.