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Paths to profitability: Steps for defining and finding the right clients

By Cadaret, Grant & Co., Inc.

April 07, 2014

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Independent advisers have experienced significant growth over the last decade - but these new opportunities will present advisers and firm owners with perhaps the most difficult task they have ever faced: Aligning themselves with the right clients. This white paper, co-developed by Cadaret, Grant & Co., Inc. and InvestmentNews Research, explores how the selection and on-boarding of the right clients will facilitate faster, higher-quality growth rates, and ultimately more significant profit margins and greater enterprise values.

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