Behind the Deal With Mark Bruno
Behind the Deal is the only podcast that provides an inside look at merger and acquisition activity in the wealth management industry. Hosted by ECHELON Partners' Mark Bruno, Behind the Deal features the top deal-makers in the industry. They offer insights into their actual M&A experiences and provide advice, guidance and counsel for wealth managers looking to execute a successful acquisition, sale or merger.
Behind the Deal With Mark Bruno
Behind the Deal: Resources Investment Advisor's Vince Morris
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Season 1
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Episode 6
Episode 6 of Behind the Deal features Mark Bruno's in-depth interview with Vince Morris, president of Resources Investment Advisors. Vince offers insights into OneDigital’s acquisition of Resources earlier this year – one of the largest deals of 2020 – and details how the companies are bringing multiple teams and organizations together in a remote world.