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