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EP 64: Navigating the Search Rollercoaster: A Crossover Episode From the Build and Exit Podcast with Julie Wilkinson

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How to Acquire a Financial Advisor With No Experience

I mean, I mentioned kind of the traditional search model that was, you know, popularized by Stanford and Harvard. But typically they don't have the specific sector experience, not in every case, but a lot of times. So because it was a bit of a playbook and a track record of people doing something like I had done, I just decided to back myself. Yeah, no, I think it's great. Sometimes I actually think not knowing industry can be a benefit because sometimes if you know it, you can try and micro-manage all the processes a little bit. It may take some time to train someone up like me, but they were fine with that. And they

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