2min chapter

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Ep 342: Scaling To $1M Of Financial Planning Fee Revenue By Specializing In The Divorce Niche With Nancy Hetrick

Financial Advisor Success

CHAPTER

How to Merge a Business With an Independent Advisor

As of March 31st, I am my duties to my prior clients are done. They have fully assumed my original practice. But I am still an IAR and an investment advisor rep for their firm. So that when I hand them a divorce client who now needs an advisor, I can get trailers. And it was absolutely the right way to do it because I needed someone who has already had the skills of being a successful independent advisor.

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