Delivering on Merger Promises & Expectations with Nicole Madosik | M&A at Mission Wealth
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Delivering on Merger Promises & Expectations with Nicole Madosik | M&A at Mission Wealth
Show Transcript
I’m most passionate about keeping the promises that we make my name is Nicole Mosk and I serve as our director of mergers and Integrations the one word I would use to describe the culture of mission wealth is caring with every interaction anybody who you work with work alongside of support you’re always treated with genuine care and it’s something that means a lot to me because it’s that same genuine care and concern that we hope to deliver through the process of mergers and Integrations in my role it’s an honor to get to help business owners who have built great businesses make one of the hardest decisions that they’ll ever make so if I can help business owners learn what they need to learn about us while we’re learning what we need to learn about them and together deciding that of all of our choices we are right for one another and what one another wants for their future that’s something that I love but on the other side of that are the promises that are made people make these decisions based on the outcome of the future often times how will my clients be treated how will my team be treated what will my
growth look like what will my career look like on the other side and so it’s not just about getting somebody to yes it’s about getting the right person to yes and then delivering 100% on all of their promises and [Music] expectations
In this video, Partner and Director of Mergers and Integrations Nicole Madosik shares how her passion for keeping promises, coupled with the firm’s culture of genuine care, forms the foundation of our approach to mergers.
To learn more about our mergers and acquisitions or future partnership opportunities, visit missionwealth.com/opportunity.
Founded in 2000, Mission Wealth is a premier wealth and investment management firm. The firm is headquartered in Santa Barbara, CA, and has office locations nationwide to better serve clients. Mission Wealth’s service offerings include financial and wealth planning, investment management, estate and trust services, asset protection, philanthropic and charitable giving, tax planning, retirement planning, and inspired living.
For over 20 years, Mission Wealth has offered holistic wealth management services to high-net-worth families throughout the United States. We specialize in helping people during major life events and our visionary, service-oriented culture is focused on empowering our clients to lead more fulfilled lives.
For more information on Mission Wealth, please visit www.missionwealth.com.
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Mission Wealth is a Registered Investment Adviser. This commentary reflects the personal opinions, viewpoints, and analyses of the Mission Wealth employees providing such comments. It should not be regarded as a description of advisory services provided by Mission Wealth or performance returns of any Mission Wealth client. The views reflected in the commentary are subject to change at any time without notice. Nothing in this commentary constitutes investment advice, performance data, or any recommendation that any particular security, portfolio of securities, transaction, or investment strategy is suitable for any specific person. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. Mission Wealth manages its clients’ accounts using a variety of investment techniques and strategies, which are not necessarily discussed in the commentary. Investments in securities involve the risk of loss. Past performance is no guarantee of future results.
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