Perspectives on Growth

Attracting the Right Types of New Clients


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In this episode, Matt delves into where the greatest market opportunities lie. He highlights the future impact of money in motion through wealth distribution and liquidation, emphasizing the importance of expert advice and guidance for these market segments. As financial advisors, we must become experts in these areas to effectively serve our clients and avoid the potential loss of assets and significant impact to our enterprise value.



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Perspectives on GrowthBy Red Rock