NEWS: Daily AI use among financial advisors doubles, yet confidence gaps persist: Horsesmouth survey

5 M&A Tips for Financial Advisors: The Good, the Bad and the Ugly

Feb 11, 2020 / By Sandra Nesbit
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It’s entirely possible to sell or merge a practice and have all parties, including the clients, walk away satisfied. But it’s also possible for deals to turn ugly, particularly when the human element gets lost amid all the data. Use these tips to ensure that an M&A deal goes smoothly.

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