As you hopefully know by now, I’m not afraid to experiment. And, last year, I experimented with my first acquisition by purchasing a practice from a retiring advisor.
I wanted to go through the process for a few reasons:
In today’s episode, I share my experience as well as three really important things I learned through this process that I wanted to personally take note of in case I ever pursue this again.
For all the details, links, and show notes, go to www.taylorschulte.com/3
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