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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

Intro

This chapter explores a financial advisory firm's effective strategies for growth by acquiring the practices of retiring advisors. It covers financing evolution, client transition models, and the importance of client-centric approaches in enhancing retention and reputation.

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