Merger Insights and Reflections with Steph Bruno | Mergers & Acquisitions at Mission Wealth

[Music] I started SE to Peak because I felt like I wanted to not only help my clients grow their money and have great plans but to help them use that money for the things that were important to them what do you want to do for yourselves what do you want to do for your family and what do you want to do for your community and I felt like there weren’t a lot of places doing that I really started to enjoy my work it became more of a life purpose as opposed to a job when I Was preparing to join Mission wealth a big part of that was well what was I going to share with my clients I let them know that you know I loved working with clients and my firm had grown and thanks to them I had been successful but now I spent a lot more time running my firm and I really wanted to spend more time with my clients I had done my due diligence and looked at different firms and I felt like Mission month was the place that I wanted my clients to be as well those conversations you know built all this up and in the end all Z really wanted to know was would I still be their advisor and yes of course and I am still their adviser be 100% of my

clients came over they like what they see from Mission wealth even though I felt like I provided a great service to my clients I didn’t have a systematized process and now I have all the tools I need so it took the conversations we were having to a deeper level when I decided that I wanted to eventually make a change and merge my firm in with another one I always felt felt like if it was going to happen 1+ 1 really need to equal three so it needed to be good for me it needed to be good for my clients but it also had to have something else to to bring to the table and to me that’s where Mission has the difference I don’t think most firms operate the way we do where we’re all in it together you know mission is a large firm I like to tell people that we’re big enough to offer everything a client wants but small enough to still care about the client when I was merging my firm into Mission wealth I felt like they really cared about what I offered to my client they understand that our firms are our whole lives even if it’s just a small piece of mission well and look at what could they learn and grow

with and incorporate I really felt heard in those conversations we have an annual Retreat every year where we get everybody together and yes we cover a brief business update but it’s really about making sure we honor the relationships that we have with one another at that time that is a highlight uh for me every year my name is Steph Bruno and I’m a partner at Mission [Music] w