Case Study - A $400 million AUM Acquisition

The long game matters - Compounding efforts can equate to massive outliers.

The Chairman’s Council |  Strategy Playbook

In this issue we profile Kate, an Advisor whose career spans about 20 years, she attributes her success to being patient are carefully positioning herself as the ultimate buyer of a large practice. Her path to success was never smooth sailing as she puts it. Kate got her start at a regional firm in mid 2000 bef…

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