Nine Things to Consider Before Purchasing an FA Firm or Client Bank

Acquiring a successful Financial Advisory (FA) firm or client bank can be a great way to bolster your own growth plans. But, it’s important to make sure you have absolute clarity on the process involved – before you commit to buy. Retaining clients and key members of staff, as well as deriving the full benefits of your purchase, can be difficult – so don’t rush. Take the time to understand how you want to grow your business and enjoy a thorough courtship with any prospects.

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