
If You Build It, Will They Buy It? A Special Industry Update on M&A
The Diamond Podcast for Financial Advisors
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Navigating Generational Transitions in Advisory Firms
This chapter explores the challenges and choices faced by retiring Generation 1 advisors regarding their succession plans and financial implications. It highlights the dynamics of the advisory market, including emerging trends and potential buyers, emphasizing the balance between immediate returns and future independence for the next generation.
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