Lessons from 20 Acquisitions: What Works—and What Doesn’t

Episode 088: On this week’s episode of The Connected Advisor, I speak with Kristen Oziemkowski, COO at The Mather Group, about the strategies behind the firm's consistent success and rapid growth.

We explore what sets TMG apart in the competitive world of wealth management. Kristen reveals how a team-based model, disciplined acquisition strategy, and robust internship pipeline have powered the firm’s consistent growth and five-year run on Barron’s Top 100 list. We also discuss the future of the industry—from data strategy and AI integration to attracting the next generation of advisors. 

Key Takeaways

• Successful M&A requires both a robust integration plan and the ability to adapt to unforeseen challenges and emotional factors.

• Investing in technology and data management is crucial for scalability and efficiency in the wealth management industry.

• TMG’s internship program isn’t just about summer help—it’s an intentional talent pipeline that has produced some of the firm’s top leaders. When thoughtfully designed, internships can be one of the best long-term growth strategies for your team.

• Networking is key to building meaningful relationships and is essential for career advancement and industry growth. Meaningful connections can open doors to opportunities, partnerships, and career advancements.

Quotes

"Wealth management is a unique industry, and we're truly helping people. So, I don't think AI, technology, automation, and all these things becoming the forefront of every industry can replace the human touch." ~ Kristen Oziemkowski

"The biggest value-adding skill I've learned and has become increasingly important throughout my career is networking. It can open doors to opportunities, partnerships, and projects. It helps you exchange ideas and insights and can be an avenue for advice and support, career guidance, and knowledge building." ~ Kristen Oziemkowski

"There's no proxy for building meaningful relationships with people. And you have to be very intentional about going out of your way to network and get to know people." ~ Kristen Oziemkowski

Links 

• Kristen Oziemkowski on LinkedIn

• The Mather Group

• Merrill Lynch

• Stewart Mather

• Fe league

• The Obstacle Is The Way

Connect with our hosts

• Milemarker.co

• Kyle on LinkedIn

• Jud on LinkedIn

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Kyle Van Pelt