
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
Strategic Acquisitions for Growth
This chapter explores a growth strategy centered on acquiring retiring financial advisors to expand a client base. The speakers share personal insights and transformative experiences from multiple acquisitions, emphasizing the significance of systems and quality advice in navigating challenges. Additionally, it details the financial intricacies of valuation, retention strategies, and the impact of market conditions on acquisition decisions.
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