6min chapter

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Accelerating Your Growth and Understanding Practice Valuations with Guest Ted Jenkin [Episode 260]

The Perfect RIA

CHAPTER

Accelerating Growth in Advisory Practices

This chapter examines strategies that advisors can implement to enhance growth, including practice acquisitions and demonstrating organic growth for better valuations. It also covers the significance of cultural fit in partnerships and highlights potential challenges during sales such as branding conflicts and restrictive agreements.

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