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Ep 397: Powering Growth To $1.2B Of AUM With An Intentional Focus On (Local) Acquisitions Of Retiring Advisors With Jaime Benedetti

Financial Advisor Success

CHAPTER

Strategic Acquisitions in Financial Advisory Practices

This chapter explores the process of acquiring a financial advisory practice, from initial discussions to final agreements, emphasizing negotiation strategies and seller-financing options. It also addresses the significance of client relationships during transitions and the complexities involved in expanding custodial structures.

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