How tuck-ins help advisory firms grow effectively
The approach, which is commonly part of an independent advisor's succession plan, also offers smaller firms the chance to scale quickly and efficiently.
For advisors who enjoy the freedom of being independent but still seek the support and expertise of a larger practice, a tuck-in may just be the answer. When tucking in, one firm (typically a smaller, independent firm) joins an existing, often larger, firm.
A tuck-in can look different depending
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