When considering whether or not to join forces with another firm, Ted Motheral on our Partner Development team urges RIA owners to ask whether a partnership would improve value to clients, employees, and themselves. If the answer is “yes,” then a partnership could be a good fit. When firms join Mercer Advisors, they are able to maintain a level of autonomy while benefiting from greater resources and becoming part of our mission to amplify and simplify the financial lives of our clients.

More About Partnering with Mercer Advisors

• The Intricacies of Integrating RIAs
• How Becoming a Widow at 35 Influenced This Advisor’s Approach to Helping Women
• Why Unlocking Growth Is Central to Mega RIA’s M&A Strategy

Interesting in learning more about partnering with Mercer Advisors? Let’s talk.