Be Disciplined and Know What You're Trying to Achieve, Says CEO of Top Advisory Firm - a podcast by Asset TV

from 2021-08-16T15:54:32

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It's a competitive environment for buyers, says Mike LaMena, the CEO of Wealthspire Advisors, which has been ranked a top 25 registered investment advisor by Barron's. He discusses the M&A landscape, his firm's focus on diversity & inclusion, and why Wealthspire is taking a flexible "magnet, not mandate" approach to returning to the office.