Get a behind scenes look at the process

Join us Avidian’s Head of M&A and COO Jim Atkinson, talks to $350 million investment advisor Greg Litts about his experience as he transitions away from owning his own firm and joins Avidian Wealth Solutions.

In this series, Greg unpacks his entire decision-making process from the initial spark that drove him to sell his business to what he considered when choosing a new firm as his partner. Jim and Greg also discuss the rewarding feeling of what it’s like to have the deal done. You don’t want to miss this rare opportunity to walk through the process of joining Avidian!