 Having a clear picture of your own goals and the opportunities that are available at your current firm, as well as elsewhere, will help you to determine the right path to achieve the growth you desire"Barbara Herman, Diamond Consultants |
Buy the Book: A Growth Strategy Worth Considering: Blog
Barbara Herman | Diamond Consultants, August 2017
Read the article online >Summary: The opportunity to take over a book of business is something sought after by virtually every advisor, and most would assume that every such opportunity should be pursued vigilantly. But are there times when advisors should walk away, as tempting as it may be on the surface to add assets—whether they are acquired, inherited from a senior partner, or as a result of strategic alliances.
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