Latest / The Efficient Advisor: Tactical Business Advice for Financial Planners
075: Ideas to Implement - Position Yourself to Buy, Transition, and Sell an Advisory Business
Each week I am going to recap the implementable ideas from this week's full-length podcast. Consider me the accountability partner you didn't ask for, but always needed!
Here are the Action Items to Tuesday's podcast: Position Yourself to Buy, Transition, and Sell an Advisory Business w/ Christine Timms
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Check out Christine's Books:
Transitioning Clients and the Retirement Exit Decision: Includes Strategies and Tools for Seeking and Implementing Group Referrals
Team Building for Financial Advisors: Enhance Client Services, Grow Your Business…
The skinny
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