Summary: Greg Friedman had heard about the benefits a merger would bring to his small practice, things like expanded client services and more revenue.But after his Friedman & Associates joined forces in 2009 with Salient Wealth Management LLC, he was caught off-guard by the dissatisfaction among some of his staffers and clients.
 Executives who are merging firms should understand that "it's time to put on body armor. It's not business as usual. Because the clients have a whole different perspective, you've got to step it up even more."Greg Friedman, president and chief executive, Private Ocean. |
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