Building a business – not just a practice
By Cadaret Grant
February 11, 2014
How does an adviser go from maintaining a practice to building a vibrant, viable – and scalable – business that has both growth potential and transferable value? This white paper, co-developed by Cadaret, Grant & Co. and InvestmentNews Research, highlights three key areas and outlines multiple steps for adopting a CEO state of mind and building a more valuable enterprise.
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