Bring Success To Your Succession
Includes Q&A - with Duncan
Tuesday, February 18th at 12 pm ET
As a financial advisor, you dedicate your career to helping your clients secure their legacies and pass their wealth to the next generation. But what about your own legacy?
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What does a seller want?
2021-04-22 • 4 min video
What does a seller want? - The most attractive business you can buy is from an advisor who wants three things; liberation, legacy, and liquidity. Liberation means you're going to liberate them to go live their lives…
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