Quantum Growth for Financial Advisors

Financing Financial Advisor Acquisitions And Finding Deals


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Scott Wetzel, CEO of Skyview Partners, shares mistakes advisors make in finding and acquiring practices and financing options available. Scott shares what selling advisors are concerned about and how buyers can use that information to attract "sell and stay" opportunities. Scott and Jon also share big mistakes advisors make as buyers and why they aren't

The post Financing Financial Advisor Acquisitions And Finding Deals appeared first on Kuttin Consulting Group.

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Quantum Growth for Financial AdvisorsBy Jonathan Kuttin

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