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Ep 351: Facilitating Successful Advisor Mergers & Acquisitions By Avoiding The Conflicts Of A Success Fee With Jessica Polito

Financial Advisor Success

CHAPTER

Navigating the Challenges of Selling a Financial Advisory Business

In this chapter, the speakers discuss the challenges of selling a financial advisory business, including not knowing where to start and dealing with standardized templates and unfamiliar jargon from prolific buyers. They emphasize the importance of understanding market standards and hiring someone with expertise to guide advisors through the sale process.

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