How the industry's mixed signals point to further consolidation

Corey Kupfer, founder and managing partner at Kupfer., speaks with Financial Planning’s Tobias Salinger
about how the lack of preparedness in succession planning throughout the industry is pointing to
continued M&A. “Those in the independent RIA space have had a mindset shift from being employees to
being entrepreneurs. There is an additional mindset shift to also being a dealmaker. The dealmaker
mindset is different from the entrepreneur mindset. Saying that you don’t have time to finalize a deal is
evidence of not having a dealmaker mindset. Dealmakers make the time, build the team and allocate the
resources to get deals done,” says Kupfer.

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