Benchmark head of financial planning Wesley Harrison joins the team in the studio to discuss the main things to consider when buying another business and the challenges of integration.
This episode of Professional Adviser TV discusses how cultural alignment is crucial when looking at another business to acquire. Harrison touches on Benchmark's approach to integration and how it must be done properly to add value. The financial planning head also talks about how consistency is vital for advisers and their clients when going through the acquisition process. We also explore how not taking a disciplined approach with the integration process can lead to losing clients as well as operational inefficiencies. The team will be back in two weeks' time with the next edit...
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