How To Go Independent

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HTGI 012 : Four ways my business and life have improved after buying a practice (and four things to consider before you buy one)

PodcastBrian RuffComment

Summary

Considering buying a financial advisor practice to increase the size of your business? In this episode, I talk about the ins and outs of purchasing a book of business and how to make it a successful transition for you and the seller. 

In this episode you will learn:

  • The advantages of buying a book to you and your business
  • Issues that might come up after your purchase a practice
  • How to be awesome....(obviously)

Have questions about this episode or curious about the practice acquisition process?

Shoot me an email at sean@indyFA.com