Growth by Acquisition + Lessons Learned

Growth by Acquisition + Lessons Learned

Experiments in Advisor Marketing

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As you hopefully know by now, I’m not afraid to experiment. And, last year, I experimented with my first acquisition by purchasing a practice from a retiring advisor. I wanted to go through the process for a few reasons: To help another advisor – who I have a lot of respect for – ensure that his clients were going to be well taken care of for the rest of their lives To learn and try something new To experience the process of an acquisition from s...Read More
As you hopefully know by now, I’m not afraid to experiment. And, last year, I experimented...Read More