 Buying, selling, joining or merging with an advisory firm is a defining professional moment. We understand the gravity of that decision and the impact it will likely have."Kathleen Asack, founder and principal, AmplifyRIA. |
The Right Match Is More than Mere Numbers
Jill Cornfield | PlanAdviser, March 2015
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Summary: Advisers are aging—and few have a succession plan, or even a grip on how to sell, merge or add to their practice, say the creators of RIA Match Concierge Consulting.
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