M&A Mastermind: Smart Strategies for Growth
Includes Q&A - with Duncan
Tuesday, December 19th at 12 pm ET
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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The Importance of Process
2023-01-24 • 2 minute read

As you can gather by now, the recurring theme throughout this book is “have a process.” It can seem tedious at times, but the multitude of benefits on the other side of development and deployment are worth the effort.

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