Advisor Tech Advice: AI, Strategy, and the Future of Wealth Management
The Diamond Podcast for Financial Advisors
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Strategic Decisions: Embracing Private Equity for Growth
This chapter explores the strategic decision to engage a private equity investor at F2, focusing on the motivations and timing behind this choice. It highlights the evolving role of private equity in advisory firms and the anticipated benefits and challenges of such collaborations in a transforming industry.
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