 Simply finding the right practice at the right price isn't enough. You must also manage the transition successfully. Effective people management and communications are key."James Poer, President, NFP Advisor Services Group. |
Make a Successful Acquisition: 3 Key Rules
James Poer | Financial Planning, September 2014
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Summary: Financial advisor acquisitions are multiplying. Their pace is likely to accelerate as graying advisors retire. This prompted us to commission research on what separates the most successful acquisitions from the rest.
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