THIS WEEK’S PODCAST
Everyone SAYS they're growing, but that's not what we usually see Listen
Clean books and clear value—why your financials matter in any M&A deal.
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The great news is that advisors can focus on the 3 or 4 areas that are most relevant to their clients
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You have to remember this is, first and foremost an investment.
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You have to remember this is, first and foremost an investment.
Listen
You have to remember this is, first and foremost an investment.
Listen
Just like any other planning, it all comes back to client's goals.
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You have to be precise, or it doesn't count.
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You want to partner with someone committed to getting things right
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There is a difference between 'over-solicited' and 'over-served.
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Find things that need to be done, but you don't have to be the one to do them.
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