Building a Sustainable Future with Matt Adams | Mergers & Acquisitions at Mission Wealth

[Music] I’m just highly passionate about making sure that every person within the firm feels as if there’s no limit to the opportunity here at Mission wealth we’ve purposely attracted people that you know are uh ambitious that are problem solvers that like to tackle big projects and so those are the type of people that you want to give you know sort of an Unbound opportunity for yeah staying small as we get big that really resonated uh with the team many of us have been here for multiple decades to keep this as privately owned and family feel firm you know these are some of the best friends that we’ll ever have in our whole lives so you know why not invest a little time and energy when we can we also have a common purpose we know that we’re making a difference in our clients lives and the the lives of our team members and their families around them but we’re also making a significant difference in the communities in which we serve I’d say that the career ladders that we’ve built at Mission wealth originally formed out of a good problem which is that we were growing very quickly you know what what we were

founded on is offering comprehensive and caring and proactive advice and the career ladder and specifically the diamond team model that we built here at Mission wealth was designed to say let’s break that let’s break clients into larger teams of advisers that can serve their needs and we’ve uh created a career ladder for each adviser to show exactly what uh they need to do both from a career development standpoint as well as a sophistication and an emotional intelligence perspective and they can take care of their clients yeah I’d say some of the biggest leaps within the organization I’ve seen within our individual uh advisers and support Specialists their ability to uh work with more and more complex situations has been uh just absolutely gratifying to see our investment Department which I served as our chief investment officer for 13 years uh continues to innovate um adding new Services the list is really endless and that’s exciting to think about those leaps that we’ve made over the last 20 years but also you know what might happen over the 20 years to come what I’m most proud of is is the people

and just knowing that this organization is now really sustainable you know it it has the ability to go beyond any one individual here at Mission [Music] wealth