At Mission Wealth's recent annual retreat, our team was excited to have the opportunity to reunite in person. One of our merger partners shared her success story with CEO and Managing Partner Matthew Adams: her clientele has doubled in less than two years, thanks to the advanced resources and expert team support she now has access to. She also praised our wealth strategy group and the ability to recruit top advisors, highlighting the impact of our cutting-edge technology platform. The integration between our marketing, tech, and operations teams is world-class, providing unparalleled support. Our merger partners also appreciate the security of being part of a larger organization, ensuring a smooth succession plan and a graceful retirement. Together, we’re achieving great things! To learn more about merger opportunities with Mission Wealth, visit https://lnkd.in/gGWdw6fU #MergersandAquisitions #WealthManagement #Partnerships #Innovation #ClientGrowth
Mission Wealth brought our team together in Denver, Colorado, at the Limelight Hotel for our annual firm retreat this year. Over 110 team members from across the country joined us for a three-day event focused on reflection, connection, collaboration, and elevation! From exploring the city to enjoying a private tour and games at Coors Field, to volunteering for financial literacy, it was an unforgettable experience. To discover more about our culture and firm retreats at Mission Wealth, please visit https://lnkd.in/gHF99BBy. #missionwealth #retreat #denver #elevate2024 #coorsfield #colorado #culture #volunteer