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Posted by FP Transitions on November 11, 2014
Boosting Curb Appeal
There is much to consider when determining and receiving the true value of your financial services practice, things like assets under management, client demographics, revenue mix, likely employee and client retention, and, of course, cash flow....
Posted by FP Transitions on June 6, 2014
Isn't it Ironic?
“Isn't it ironic? Most independent financial advisers have no exit strategy and let their firms die through attrition.”