Shows
Institutional Real Estate, Inc. PodcastAuthor Spotlight: Preparing for a successful sale of your RIAWhat are the compelling reasons to sell one’s RIA? Where are potential buyers found? What factors should go into the decision to sell? What about the common mistakes that can blow a deal? Linda Bready, author of “The Exit Equation,” deals with those questions and others during this episode. (08/2025)
2025-08-2034 min
The WealthTech PodcastM & A Minefields: What Advisors Miss in Tech Integrations | Linda BreadyWhat really happens when advisory firms merge—and the tech doesn’t play nice?In this episode of The WealthTech Podcast, Mark Wickersham sits down with Linda Bready for a candid conversation about the real-world challenges advisors face during M&A activity and post-deal integration. With decades of experience navigating complex tech ecosystems, Linda shares her frontline perspective on why so many integrations fail—and what advisors need to know to avoid the common pitfalls.The discussion dives into the cost of poor data, the disconnect between executive vision and operational reality, and the ov...
2025-06-0945 min