M&A Mastermind: Smart Strategies for Growth
Includes Q&A - with Duncan
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Have you been thinking about buying another practice to fuel your growth? Or maybe you've heard about tuck-ins-bringing in smaller advisors to scale quickly. Either way, growing through M&A might sound like the perfect strategy... but how do you actually make it work?
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Jason Westover

Jason Westover has spent over 20 years in the financial services industry, proudly serving advisors, sales teams, and wholesalers. During that span, Jason has been part of some of the industry's more prominent companies as a featured speaker and educator for his wholesale partners and thousands of financial advisors and wealth managers. His natural ability to be inquisitive, uncover areas of opportunity, and seek unique solutions has served his clients and their teams well throughout his career

As a self-proclaimed "generosity guru," Jason values the ability to seek understanding of those he works closely with and generously gives his time and resources to bring value to any relationship. His introduction to Pareto Systems nearly a decade ago firmly established his beliefs in helping others create their dream outcomes through stewardship and service


More About Jason Westover

Jason lives with his wife and three children near Kansas City. In his free time, he enjoys spending time with his family, cooking for others (including competition BBQ), and training and competing in Brazilia Jiu-Jitsu.


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