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Posts in Mergers and Acquisitions

How To Ensure Your Wealth Management Firm is "Sale Ready"

Mike Langford |
Oct 22, 2021
| 1 min read
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Marketing

How to Build a Niche-Focused Financial Advisory Business that Scales

Mike Langford |
Jul 1, 2021 |
1 min read
Modern Financial Advisor Podcast

Why Some RIA Firm Purchases Fail and Others Flourish

Mike Langford |
May 28, 2021 |
1 min read
Self-Improvement

How to Grow Your Financial Advisory Firm by Acquiring Other Advisors' Books of Business

Mike Langford |
May 13, 2021 |
2 min read
Technology

Leveraging Data and Platform-Based Solutions for Financial Advisor Growth

Mike Langford |
Apr 29, 2021 |
1 min read
M&A

How RIAs Can Acquire A Practice With Greater Speed and Less Cost

Mike Langford |
Apr 6, 2021 |
1 min read
Mergers and Acquisitions

The Difference Between Value and Price

Carla McCabe |
Apr 5, 2021 |
8 min read
Modern Financial Advisor Podcast

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

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

The Future of the OSJ Model for Independent Financial Advisors

Mike Langford |
Aug 17, 2020 |
2 min read
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