Financial Advisors and Accounting Firm Acquisitions – Understanding the Bigger Picture with Todd Steinberg and Shannon Hay
Quantum Growth for Financial Advisors
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Strategies for Successful Acquisitions in Financial Advisory
This chapter explores effective strategies for financial advisors and accountants looking to acquire practices, stressing the importance of proactive relationship-building with brokers and CPA partners. It also addresses the growing client demand for integrated solutions that encompass financial, legal, and insurance services.
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