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Ep 397: Powering Growth To $1.2B Of AUM With An Intentional Focus On (Local) Acquisitions Of Retiring Advisors With Jaime Benedetti

Financial Advisor Success

CHAPTER

Navigating Client Retention in Advisory Acquisitions

This chapter explores strategies for retaining clients during acquisitions and the inevitable challenges that may arise. It provides insights into the advisory firm's structure, including affiliate partnerships and specialized niches, while emphasizing the importance of aligning values for successful collaborations. Additionally, the speaker reflects on personal experiences within the financial advisory journey, highlighting both successes and emotional struggles in client management.

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