Buying Dangers

Thousands of established financial advisors are either actively seeking a buyer for their business or starting to think seriously about their exit strategy.  There has never been a time in the history of our industry where so many businesses were available for acquisition.  Acquiring another advisor’s business can be one of the best ways to add new clients but observations of many transactions have revealed a significant number of challenges that are built in to the process of navigating a transaction.  In this fast paced program Ken and Scott look at how insights from Behavioral Economics can help advisors make better decisions about buying a business.

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