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    BAUM - Home-Grown Make Your Networking More Organic blog imagery

    Home-Grown: Make Your Networking More Organic

    “Let’s face it: M&A is big news in our industry. It’s hard to go more than a few days at a time without seeing in an industry periodical or one of your social media feeds that Firm A has been acquired by Firm X in a deal worth a zillion dollars. It’s not hard to understand why. In our business, scalability and sustainability go hand in hand, and one way to get a lot of scalability in a short time frame is to buy it.

    But it’s also important to remember that the heartbeat of the financial advisory business is and always will be our interactions with clients on a personal, one-on-one basis.”

    Read the rest of our organic networking blog in the Journal of Financial Planning, March 2023 issue.