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Podcast: DealQuest Podcast with Corey Kupfer
Episode: Episode 17: Connecting with the Right Deal Partners, with Mary Ann Buchanan
Description: Mary Ann Buchanan is the CEO and a co-founder of RIA Match, a consultancy and digital platform that offers succession planning assistance and growth solutions to financial advisors. Mary Ann has worked in the wealth management industry for more than thirty years, and she is an experienced speaker and respected industry panelist.
In her thought leadership work, Mary Ann specializes in overcoming human bias in succession planning, mergers, and acquisitions by using a systematic approach to help clients make good decisions. She has been quoted in the Wall Street Journal, InvestmentNews, Financial-planning.com, Financial Advisor IQ, and...