Menu
Sign In Search Podcasts Charts People & Topics Add Podcast API Blog Pricing

Matt Best

๐Ÿ‘ค Speaker
724 total appearances

Appearances Over Time

Podcast Appearances

The Growth Workshop Podcast
Episode 25, Part 2 - Private Equity, Tech and the Future of Wealth Management

Hello and welcome to the Growth Workshop Podcast with your hosts, me, Matt Best and Jonny Adams.

The Growth Workshop Podcast
Episode 25, Part 2 - Private Equity, Tech and the Future of Wealth Management

In this podcast, we'll be sharing insights from our combined 30 plus years experience and hearing from other industry leaders to get their thoughts and perspectives on what growth looks like in modern business.

The Growth Workshop Podcast
Episode 25, Part 2 - Private Equity, Tech and the Future of Wealth Management

We'll cover all aspects of leadership, sales, account development and customer success, alongside other critical elements required to build an effective growth engine for your business.

The Growth Workshop Podcast
Episode 25, Part 2 - Private Equity, Tech and the Future of Wealth Management

This podcast is aimed at leaders from exec all the way down to line managers.

The Growth Workshop Podcast
Episode 25, Part 2 - Private Equity, Tech and the Future of Wealth Management

Welcome back to the Growth Workshop podcast with myself, Matt Best and Johnny Adams, continuing our last episode's discussion.

The Growth Workshop Podcast
Episode 25, Part 2 - Private Equity, Tech and the Future of Wealth Management

Fascinating insights just shared there in terms of what, and practical things that to Donald's point, if you're listening to this podcast and thinking about selling your business, things you need to consider.

The Growth Workshop Podcast
Episode 25, Part 2 - Private Equity, Tech and the Future of Wealth Management

And clearly, um,

The Growth Workshop Podcast
Episode 25, Part 2 - Private Equity, Tech and the Future of Wealth Management

you know a lot of this stuff we do find out after the fact but due diligence is such an important factor in this to make sure that you're across all of that jitter you mentioned an example of where they got they had two days to do the um the technical integration and they could only possibly have done that had they done enough preparation i think that's a key thing right and a key lesson in this market but in other markets as well um like just to kind of move us into into that second thing from the report which is talking about as a result of some of these shifts that we're seeing

The Growth Workshop Podcast
Episode 25, Part 2 - Private Equity, Tech and the Future of Wealth Management

What are the key forces driving some of these acquisitions and who are the leading players shaping this?

The Growth Workshop Podcast
Episode 25, Part 2 - Private Equity, Tech and the Future of Wealth Management

Donald, we've seen that accountancy-led professional services firms are perhaps looking to rebuild their financial planning capabilities.

The Growth Workshop Podcast
Episode 25, Part 2 - Private Equity, Tech and the Future of Wealth Management

We've got a renewed PE interest, of course, and then some interest from across the pond in the US as well.

The Growth Workshop Podcast
Episode 25, Part 2 - Private Equity, Tech and the Future of Wealth Management

So who are those key players and how are those dynamics influencing the future of the market?

The Growth Workshop Podcast
Episode 25, Part 2 - Private Equity, Tech and the Future of Wealth Management

Brilliant.

The Growth Workshop Podcast
Episode 25, Part 2 - Private Equity, Tech and the Future of Wealth Management

Thank you, Donald, for that.

The Growth Workshop Podcast
Episode 25, Part 2 - Private Equity, Tech and the Future of Wealth Management

And what does that mean for the advice?

The Growth Workshop Podcast
Episode 25, Part 2 - Private Equity, Tech and the Future of Wealth Management

What does that mean for the advice in the market?

The Growth Workshop Podcast
Episode 25, Part 2 - Private Equity, Tech and the Future of Wealth Management

What does that mean for arguably for the advice gap?

The Growth Workshop Podcast
Episode 25, Part 2 - Private Equity, Tech and the Future of Wealth Management

I know we see in the US that there's perhaps less of a gap, more people receiving financial advice, more people being more financially literate.

The Growth Workshop Podcast
Episode 25, Part 2 - Private Equity, Tech and the Future of Wealth Management

Is that a change you think we're going to see as a result of some of these shifts?

The Growth Workshop Podcast
Episode 25, Part 2 - Private Equity, Tech and the Future of Wealth Management

Or do you think that that's largely going to stay the same?

โ† Previous Page 1 of 37 Next โ†’