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Acquisition + SuccessionThe 80/20 Rule Works Because It’s Brutal
In this episode of Future Zeros, we’ll dive deeper into client segmentation and the 80/20 rule and how it impacts the bottom-line profit of your practice.
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Acquisition + SuccessionBook, Asset, or Practice Sale?
In this episode of Future Zeros, we'll look at the difference between buying/selling a book of business, a financial practice, and the assets of a business
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Acquisition + SuccessionWork In, On & With Your Business
Welcome to Future Zeros, a series focused on growing and monetizing your financial advisory practice with minimum risk and maximum value.