An Acquirer’s Dilemma or a Lucrative Fortune?

Part 1 - The Art of AUM Monetization and Acquisitions.

This is Part 1 in a series that expands on to our most popular post to date -  The Art of AUM Monetization and Acquisitions.

In this post I dive into on some misguided perceptions around Acquisitions of AUM that discourage some Advisors from pursuing these transactions. My experience is that Acquisition it can be risky for the inexperienced Advisor, th…

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