M&A Mastermind: Smart Strategies for Growth
Includes Q&A - with Duncan
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Have you been thinking about buying another practice to fuel your growth? Or maybe you've heard about tuck-ins-bringing in smaller advisors to scale quickly. Either way, growing through M&A might sound like the perfect strategy... but how do you actually make it work?
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Harness the Season of Life
2023-05-29 • 4 min video

"When you commemorate the family members of your clients and things that are going on in their life, it really stands out and you build a relationship with that next generation."

For more on this, and other actionable best practices, download Chapter 1 from my new book "The Blue Square Method" today at thebluesquaremethod.com

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