Episode 45 - How Financial Advisors and RIAs Can Use Storytelling in the M&A Process
Modern Financial Advisor · Truelytics
September 8, 202053m 43s
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Show Notes
George MacAllister, of The Next Level Solution, shares how financial advisors and RIAs can use storytelling techniques to increase their success rate when trying to acquire another advisor's book of business or acquire an RIA firm. The use of stories is also valuable in the sales process for clients according to George and he shares several examples and strategies that you can implement in your business.