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How to Evaluate a Transition Partner: Culture, Technology, and Operational Excellence That Protect Your Practice
Moving firms is one of the biggest decisions an advisor can make. It’s not just “where” you work, it’s who you partner with to protect clients, preserve revenue, and build long-term equity. Rich Landi’s message on The Resilient Advisor Podcas is simple and actionable: do the work, ask the right questions, and focus on three things — feel, fit, and financials.
Feb 93 min read
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