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How Adopting Technology Impacts Practice Value
How Adopting Technology Impacts Practice Value Much of the financial advisory industry had resisted mass adoption of technology over recent decades, but market and environmental pressures during the past few years have made it a necessity. The circumstances...
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How A Fluctuating Economy Impacts Advisor M&A
How A Fluctuating Economy Impacts Advisor M&A Financial advisors are always hyper aware of fluctuating markets and how those markets impact their clients. This is especially true during sudden downturns, which can cause many clients to become fearful...
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Using Acquisitions To Secure Talent
Using Acquisitions To Secure Talent Over the past two years, several environmental pressures have forced advisors to change how they do business. The pandemic alone drove the industry to adopt remote work, virtual meetings, and new protocols to ensure...
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Pandemic Pressures on Aging Advisors Creates Opportunities For Acquisitions
Pandemic Pressures on Aging Advisors Creates Opportunities For Acquisitions The past few months have been stressful for many advisors. Managing client fears while shifting operations to remote work and monitoring fluctuating markets has many advisors...
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Transitioning Clients During the Pandemic
Transitioning Clients During the Pandemic Transitioning clients and minimizing attrition is critical to a successful acquisition. Usually this entails several in-person meetings to introduce new clients to the advisor and his or her team. But the pandemic...
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