Episode 60
Why some RIA Firm Purchases Fail and Others Flourish
Modern Financial Advisor · Truelytics by Envestnet
May 27, 202147m 51s
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Show Notes
Brian Nuttall, Joe DeMarco, and Rick Wilkens of Elevate CPA Group return to the show to join Mike Langford for an exploration of what an RIA or independent financial advisor can do to ensure they succeed when buying another RIA firm or book of business.