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

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Manage episode 406386808 series 2321042
Content provided by Mindy Diamond Financial Advisor Recruiter and Consultant and Mindy Diamond Financial Advisor Recruiter. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Mindy Diamond Financial Advisor Recruiter and Consultant and Mindy Diamond Financial Advisor Recruiter or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
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.
  continue reading

275 episodes

Artwork
iconShare
 
Manage episode 406386808 series 2321042
Content provided by Mindy Diamond Financial Advisor Recruiter and Consultant and Mindy Diamond Financial Advisor Recruiter. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Mindy Diamond Financial Advisor Recruiter and Consultant and Mindy Diamond Financial Advisor Recruiter or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
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.
  continue reading

275 episodes

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