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A little-used strategy that could add tens of millions to your AUM
When your clients sell their business, are you frustrated that you don't always add the resulting windfall to your AUM? There's a simple way to insert yourself in the sales process, add more value to your clients, and ensure you get your fair share of the proceeds to manage.
One of the objectives of my podcast is to help advisors figure out ways to add more value to their client relationships that goes beyond money management.
Today, we'll discuss how you can add tremendous value to your clients by helping them get top dollar for their company by selling to strategic investors.
My guest is…
The skinny
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