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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

Balancing Multiple Clients and Flexibility in Investment Banking

This chapter explores the speaker's approach to working with multiple clients simultaneously, emphasizing the importance of dedicating sufficient attention and time to each deal. They discuss the varying durations of the deals and how some clients decide not to sell their firm after consulting with them. The speaker also highlights the flexibility their job provides in managing work and family life.

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