Dan Seivert of ECHELON Partners offers perspective to help advisors better understand their business’s value drivers and how to maximize each, even if you aren’t interested in going independent or selling your business.

What Advisors Should  Focus on to Maximize the  Value of Their Practice: An Investment Banker’s Guidance

Launched in 2017 as Mindy Diamond on Independence, the show has taken on a broader perspective beyond the independent space to include topics, insights, and candid conversations around financial advisor transitions, growth, and an ever-changing industry landscape. Each episode is designed to offer objective guidance and actionable advice with some of the industry’s brightest movers and shakers.

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What Advisors Should Focus on to Maximize the Value of Their Practice: An Investment Banker’s Guidance

What Advisors Should Focus on to Maximize the Value of Their Practice: An Investment Banker’s Guidance

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