Ep. 358: How Wealth Management Firms Can Build Enterprise Value | M&A Series with Stephanie Bogan & Amy DeTolla

The post Ep. 358: How Wealth Management Firms Can Build Enterprise Value | M&A Series with Stephanie Bogan & Amy DeTolla appeared first on and was written by Elana Iskowitz.

Meet Our Guests This episode kicks off Ezra Group’s M&A series with Amy DeTolla, Founder of Aureus Advantage, and Stephanie Bogan, Founder of Limitless Advisor Coaching. Amy has executed more than 60 M&A transactions, built and scaled multi-billion-dollar wealth firms, and led platform integration as Chief Experience Officer at Connectus Wealth Advisers, a Focus Financial […]

The post Ep. 358: How Wealth Management Firms Can Build Enterprise Value | M&A Series with Stephanie Bogan & Amy DeTolla appeared first on and was written by Elana Iskowitz.