Do You Really Need A Business Partner… Or A Study Group?: Kitces & Carl Ep 149
Kitces and Carl - Real Talk for Real Financial Advisors
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Intro
This chapter delves into the significance of partnerships in the financial advisory industry, emphasizing the value of shared passions and complementary skills. It features a case study of an advisor transitioning to independent practice, discussing the challenges and strategic decisions involved in this career move.
Transcript
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