Financial Advisor Success cover image

Ep 440: Making Client Meetings More Consistent Across Multiple Advisors By Utilizing A “Money Personality” Assessment with Nina Hajjar

Financial Advisor Success

00:00

Navigating Advisory Firm Acquisitions

This chapter explores the operational structure and growth strategies of an advisory firm linked to a registered investment advisor. It focuses on the complexities and emotional dynamics involved in acquiring other practices, including client transitions and the importance of maintaining strong relationships. Furthermore, it highlights financial strategies tied to these acquisitions and their impact on overall business success and client retention.

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app