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Experiments in Advisor Marketing

Mar 20, 2019

As you hopefully know by now, I’m not afraid to experiment. And, last year, I experimented with my first acquisition by purchasing a practice from a retiring advisor.

I wanted to go through the process for a few reasons:

  1. To help another advisor – who I have a lot of respect for – ensure that his clients were going to be well taken care of for the rest of their lives
  2. To learn and try something new
  3. To experience the process of an acquisition from start to finish and determine if it’s something I want to build into the future of my firm

In today’s episode, I share my experience as well as three really important things I learned through this process that I wanted to personally take note of in case I ever pursue this again.

For all the details, links, and show notes, go to