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Acquired Clients are Coming to Your First Meeting with 1 of 3 Viewpoints

  • On October 8, 2017
When a newly acquired client is driving to your office to meet with you for the first time, what point of view will they be bringing to the meeting? The clients you have acquired are typically going to have one of three different types of viewpoints about the seller you’re “taking over” for. Your new […]
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Client Acquisition Transition & Retention Plan Variables

  • On October 8, 2017
You went through a lot of time and effort to acquire a practice. Congratulations, take a moment to exhale, take another deep breath, and now the real work begins. The goal of any acquisition is a successful transition and retention of the acquired clients. It’s of course the client relationships you got a loan to […]
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RIA Industry, Assets, and M&A Activity Dominated by $1 Billion+ RIAs

  • On October 8, 2017
The RIA model continues to see growth in advisor headcount while other models like the wirehouse, have seen declines. While many of the traditional advisors we speak with are interested in exploring the RIA model the research shows that the real benefits, growth, and M&A activity in the RIA space is dominated by $1 Billion […]
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8 Client Acquisition Retention Cautions

  • On October 8, 2017
Not all practices are going to be ideal to pursue or purchase. Sometimes the best acquisition you make is the one you didn’t. While growth through acquisitions is the fastest path to rapid growth, each practice is unique and not all buyers and sellers are the right match. In advisory M&A, there is a lot […]
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The Critical First Impression with Acquired Clients

  • On October 2, 2017
The significance of nailing the first impression is well known amongst most Financial Advisors. The advisors that make great first impressions have more success than the advisors who don’t try as hard. Nailing the first impression with acquired clients is more important than the typical client meeting. Why?  Because you paid for the meeting with […]
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Do You Really Have The Time To Acquire And Retain Clients?

  • On September 25, 2017
Calculating the time cost of client acquisition transitions Yes, time is money but with acquisition transitions, money is time. Not only has a buyer spent a sizable amount of money on the acquisition but by doing so has also committed time to transition and retain the clients on top of maintaining current client relationships. The […]
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8 Client Acquisition Retention Cautions

  • On September 25, 2017
Not all practices are going to be ideal to pursue or purchase. Sometimes the best acquisition you make is the one you didn’t. While growth through acquisitions is the fastest path to rapid growth, each practice is unique and not all buyers and sellers are the right match. In advisory M&A, there is a lot […]
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5 Financing Factors to Consider When Structuring Your Acquisition Deal

  • On September 18, 2017
Timing Alignment Both conventional and SBA loans can take 30 to 45 days to fund but this time clock begins after we have a complete financial package and there are a few factors that can potentially delay (but typically don’t) the process. Before scheduling a hard closing date with the seller consider checking to make […]
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