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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Guide to Financial Advisor Coaching
Some questions we will answer:
  • What can a good financial advisor coach do for me?
  • Do all financial advisors need coaching?
  • Is coaching worth the cost?
  • What questions should I ask when hiring a coach?
  • What should I watch out for when hiring a coach?
  • Is coaching right for me?
Guide to Financial Advisor Coaching
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