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Ep 406: Exiting To A Perpetual Purpose Trust To Facilitate Internal Leadership Succession Without Indebting G2 Advisors with Michael Kramer

Financial Advisor Success

CHAPTER

Innovative Approaches in Financial Advisory

This chapter addresses the challenges faced by the financial advisory sector, particularly the reluctance of new advisors to invest in traditional firms. It highlights a unique exit planning method and explores the benefits of a collaborative RIA model that allows advisors autonomy while sharing resources. The discussion also emphasizes a flexible financial structure that supports diverse advisory practices and high payout percentages for advisors.

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