Strategic Growth for Financial Advisors

This chapter explores effective strategies for financial advisory teams to enhance growth, focusing on the role of a Chief Operating Officer (COO) in managing operational tasks and fostering efficiency. It discusses the significance of forming partnerships with CPAs to strengthen client relationships and optimize referrals, as well as the potential of succession planning to facilitate business transitions. Furthermore, it highlights innovative approaches for advisors to attract successors and increase business value through creative recruitment solutions.

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