Navigating Mergers & Acquisitions in Financial Planning with Richard Hernan from Broadleaf Financial Group

In this episode of The Trusted Adviser, Rob sits down with Richard Hernan, co-founder of Broadleaf Financial Group, to explore the world of mergers and acquisitions (M&A) in the financial planning industry. With over seven years of experience and 18 successful M&A transactions, Richard shares the strategies and lessons he's learned from working with entrepreneurial financial planning firms across Australia. The discussion dives deep into Broadleaf’s unique business model, the growing trend of industry consolidation, and how to build businesses designed to last for generations.