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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The Power of Resilience and Gratitude
2024-12-20 • 1 min video

What's Your True North

This short is an excerpt of a clip from episode 70 of the "Always On with Duncan MacPherson' financial advisor podcast featuring Sathya Chey Patterson CFP, Esq., AIF, Managing Partner at Arise Private Wealth. 

WATCH the entire video clip on YouTube by clicking here: https://youtu.be/Nrcw7kw_rPk

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