The Advisor Lab by CION

Episode 168 Jessica Polito: Selling Your RIA Practice


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Jessica Polito is the founder and principal of Turkey Hill Management, an M&A advisor for wealth managers. We sat down with Jessica to discuss how the growing landscape of independent fiduciaries and RIA aggregators is fueling M&A activity in the wealth management space.

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The Advisor Lab by CIONBy CION Investments

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