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Preparing Your Practice For Acquisitions
Preparing Your Practice For Acquisitions The new year has advisors looking at their goals and setting lofty expectations for their practice in the coming months. Often these include goals around client acquisition and revenue generation. One target...
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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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