The Perfect RIA cover image

Accelerating Your Growth and Understanding Practice Valuations with Guest Ted Jenkin [Episode 260]

The Perfect RIA

CHAPTER

Navigating Complacency in Advisory Practices

This chapter explores the risks of complacency among advisors in the industry and the necessity for continuous growth to maintain business value. It highlights the importance of understanding compliance risks and shares a cautionary tale that underscores the severe consequences of professional misconduct.

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