Tag - practice acquisition | First State Bank Nebraska

Transitioning Clients During a Financial Practice Acquisition

Posted on: May 10, 2022 by First State Bank Nebraska in Salt Creek

Transitioning Clients During a Financial Practice Acquisition The value of any financial advising firm lies in its book of clients. It’s that value that serves as the basis of monetary worth during an acquisition. The projected return...

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Tags: acquisition, advisor legacy, client relationship, clients, communication, financial advisor practice, Free guide, Lender, practice acquisition, propositions