March 28, 2025

The Questions You're Asking: Front & Center (073)

36 minutes

Enjoy this episode:

Maximizing your practice's value
Overcoming community and independence fears
Finding the right firm that truly supports your growth
Avoiding common due diligence mistakes
Future-proofing your business (Do I really own it?)

I hope this conversation is helpful. If you're a high-performing advisor that could use the help of a non-biased transition consultant please reach out, I'd be happy to talk.

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By Corey Walen

99 ratings