Three steps to increase the value of your practice
Advisers should focus on reducing client attrition and adding more new clients, and make certain they're charging a fee in line with the market.
As someone who has sold his registered investment advisory firm to private equity not once, but twice, plus having purchased or merged with a dozen other advisory firms in the past few years, I’ve learned a few things about how to increase the value of a practice. Here are three steps to consider.
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