SAN RAFAEL, Calif., July 19, 2021 /PRNewswire/ — Non-public Ocean is proud to announce that Greg Friedman, CEO and Founder, and Cynthia Greenfield, Chief Expertise Officer, have printed their newest ebook, Integrating Tradition in Profitable RIA Mergers and Acquisitions: The Information for Monetary Advisors, now out there on Palgrave.com and Amazon.com.
“Whereas all corporations are distinctive, there are some frequent parts to efficiently bringing corporations collectively culturally, which in flip impacts the success of the enterprise,” mentioned Greg Friedman. “We’re extremely honored to share our experiences and hopefully supply recommendation to corporations who’re both contemplating, within the midst of, or previous the preliminary phases of a merger or acquisition.”
“Our purpose with this ebook was to assist advisory corporations navigate their work tradition journey, and that is relevant by M&A exercise or in any other case,” added Cynthia Greenfield. “Via this course of, we needed to indicate that with change, setbacks are inevitable, and staying centered on tradition is essential to progress. Success is all the time doable with dedication, persistence, and persistence.”
In Integrating Tradition in Profitable RIA Mergers and Acquisitions, Friedman and Greenfield share their blueprint for reaching and sustaining a profitable, optimistic work tradition, tackling head-on the obstacles that will seem throughout an M&A occasion between two registered funding advisory corporations, and providing options based mostly on real-world experiences. This ebook additionally exhibits the evolution of a $2B+ advisory agency over the course of a decade, and affords actual tales of obstacles, changes, and victories alongside the best way.
Concerning the Authors:
Greg Friedman is an innovator and advocate for wonderful wealth administration. He’s co-founder and CEO of Non-public Ocean, one of many West Coast’s main wealth administration corporations. He is additionally the previous co-founder of Junxure, an business main CRM for advisors. Funding Advisor Journal named him as one in every of its Prime 25 most influential monetary advisors in 2008, 2009 and 2010. In 2008, Monetary Planning Journal included Friedman in its elite listing of economic “Movers and Shakers.” In 2007, Charles Schwab honored him with its prestigious IMPACT Award® for “Greatest in Tech.” Greg was additionally acknowledged in InvestmentNews‘ 2017 Class of Icons and Innovators for his contribution to the development of the monetary recommendation career and for conceiving new concepts and instruments which have propelled the business ahead. In 2018, Greg was named CEO of the Yr on the WealthManagement.com Business Awards. He’s the creator of extra books for monetary advisors; Advisory Management: Utilizing the Seven Steps of Coronary heart Tradition to Create Lasting Success for Any Wealth Administration Agency and The Monetary Advisor M&A Guidebook: Greatest Practices, Instruments, and Assets for Know-how Integration and Past.
Cynthia Greenfield is a Management Coach and proprietor of the consulting agency, within the Momentum, and likewise the Chief Expertise Officer at Non-public Ocean Wealth Administration. She brings 15 years of expertise working with leaders and groups within the monetary, know-how, and educational sectors, serving to companies develop methods that construct stronger relationships and create organizational development throughout disruption and transition because of a merger, acquisition, change in administration, or growth.
About Non-public Ocean
Non-public Ocean is a West Coast-based wealth administration agency intentionally structured to offer purchasers the intimate expertise of a small agency whereas harnessing the facility, depth and self-discipline of a a lot bigger one. Shaped in 2009, Non-public Ocean (www.privateocean.com) has areas in San Francisco, San Rafael and Seattle.
View unique content material to obtain multimedia:https://www.prnewswire.com/news-releases/new-book-for-rias-offers-guide-for-integrating-company-culture-during-mergers-and-acquisitions-301335594.html
SOURCE Non-public Ocean Wealth Administration