Welcome to the 20th episode of The Executives in Wealth Management Podcast!

This week, your host, Thomas Spencer, was joined by Daniel Baade, the CEO of Dyer Baade & Company, which is an independent corporate finance boutique. 

Daniel has had a fascinating career in the wealth management space, including publishing a number of books before joining the corporate world. 

Now he is leading a company that is at the forefront of the consolidation space, and has valuable insights for leaders and founders who are going through the consolidation process. 

The pair discussed the skills that companies need to effectively drive growth and sales, as well as Daniel’s own professional history. 

Listen in for a fantastic episode with a fascinating guest.