Fueling Deals

Mary Ann Buchanan is the CEO and a co-founder of RIA Match, a consultancy and digital platform that offers succession planning assistance and growth solutions to financial advisors. Mary Ann has worked in the wealth management industry for more than thirty years, and she is an experienced speaker and respected industry panelist.In her thought leadership work, Mary Ann specializes in overcoming human bias in succession planning, mergers, and acquisitions by using a systematic approach to help clients make good decisions. She has been quoted in the Wall Street Journal, InvestmentNews, Financial-planning.com, Financial Advisor IQ, and RIAbiz. She has written articles for WealthManagement.com, OnWallStreet.com and Investment News.What You Will Learn:Mary Ann shares her lifelong love of business and discusses reading the Wall Street Journal at around twelve years old. She talks about joining the oldest brokerage firm in Washington, D.C. straight out of college, and she shares the valuable lessons she learned there