Merger Considerations & Contributions with Jorie Pitt | Mergers & Acquisitions at Mission Wealth

coming into Mission wealth was exciting one of the reasons that we were looking to merge into a firm was just you know we were small we were three people and and we were busy it was a really good growth area for me coming up as a young adviser to really learn how to build a business not just work in a business but we had gotten to the point where we either needed to hire more or we needed to join a firm that already had all of that in place it was a difficult decision to make but it was the right decision in the end so coming into mission my real goals were to remove some of the tasks that I really didn’t want to be doing anymore operation so I I had a fantastic operations person coming in but she was one person to be able to have an entire operational team behind us was something we really looked forward to one of my personal concerns coming in as a merger into Mission wealth was just how much Freedom or autonomy I was going to have to continue to service my client base in the way that I always had but I was not forced to make any major changes to the way that I serviced my clients I

was just offered additional tools and support in order to be able to make that service an even higher level than what it was I have continued to manage portfolios the way that I did when I came in although Mission wealth has offered a lot of additional investment opportunities alternative Investments especially and so I have taken advantage of that and I have actually moved a lot of my clients over to the mission wealth model but it’s been because I want to and because I think it was something that gave my clients something that they didn’t have before Mission wealth management and their team of Directors for all the different departments are very open to input from people as they come in things that were important to us at ahc that I wanted to make sure we were able to implement a larger firm like Mission wealth um processes was a big one and Technology when it came to where we were going to store our electronic files that was something that you know mission was already working on and had tried a few different solutions but we had used a solution called ignite um and after looking at that mission wal decided to

adopt that system as well so it’s been great to be able to offer up ideas and solutions or processes and have them taken seriously and really looked at and reviewed and uh I’ve seen several of them adopted by Mission when I joined Mission wealth it was in November of 2020 in under 3 years we have doubled the size it’s been [Music] amazing