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Ep. 271: From Manual to Magical: Automating Wealth Management’s Biggest Headaches with David Knoch, Docupace

WealthTech Today

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Strategic Partnerships in Business

This chapter examines the critical role of selecting the right partners and board members in business, particularly during both challenges and successes. It highlights the value of personal connections and experienced investors who contribute to strategic decisions while maintaining a balance between support and management. The importance of operating as if a company is always ready for sale is emphasized, along with the benefits of thoughtful, long-term decision-making in building a reputable brand.

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