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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

CHAPTER

Transforming from Franchise Constraints to Independent Growth

This chapter examines the journey from a franchise model to becoming an independent Registered Investment Advisor (RIA). It explores the challenges of corporate restrictions and the advantages of the RIA model, such as reduced fees and improved client service.

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