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Posts in Mergers and Acquisitions

How Financial Advisors and RIAs Can Use Storytelling in the M&A Process

Mike Langford |
Sep 9, 2020
| 2 min read
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Industry Trends

The Future of the OSJ Model for Independent Financial Advisors

Mike Langford |
Aug 17, 2020 |
2 min read
Industry Trends

Leadership During Our New "Work From Home" Reality

Mike Langford |
Aug 7, 2020 |
2 min read
Succession Planning

How The Pandemic Might Affect Valuations For Financial Advisory Business Sales

Mike Langford |
May 21, 2020 |
1 min read
Succession Planning

Why Protecting Financial Advisors’ Businesses is Good Business for Broker Dealers

Mike Langford |
May 3, 2020 |
1 min read
Succession Planning

Keys to Identifying and Selecting a Continuity Partner

Carla McCabe |
Apr 15, 2020 |
3 min read

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