Relative Return: The acquisition opportunity in financial services

from Wealth Management Podcast Network · host Momentum Media

In this episode of Relative Return, host Phil Tarrant chats to Simon Madder, Managing Director and CEO of Prime Financial Group, on the firm's ambitious growth plans and how it balances working in multiple parts of the financial services landscape. Listen as they discuss: Where it is finding acquisition opportunities Prime's equity ownership model for employees Why the business grew its fastest during COVID-19 Succession planning and staff retention How it balances providing financial advice, SMSFs and accountancy

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This episode is 38 minutes long.

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This episode was published on August 10, 2023.

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