76 - Drawdown Decisions
TRAP: The Real Adviser Podcast
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Innovative Funding for Financial Growth
This chapter explores the challenges and innovative solutions for independent financial services firms aiming to grow, particularly through creative funding mechanisms. It highlights the role of networks like Valid Path and introduces alternatives such as Vertis for acquiring retiring firms. The discussion encourages younger advisors to consider acquisitions as a viable strategy for business establishment and emphasizes the importance of understanding the complexities of financial dynamics in the advisory sector.
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