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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

Navigating Advisory Acquisition Challenges

This chapter explores the complexities and strategies involved in acquiring advisory firms and transitioning clients from commission-based to fee-based models. It emphasizes the importance of building trust, maintaining transparent communication, and aligning incentives between advisors and clients for sustained loyalty and satisfaction. The discussion also highlights the proactive approach taken in networking with retiring advisors, as well as the challenges faced in acquiring non-American practices amid a competitive landscape.

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