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Succession is an Adoption, not an Acquisition (Webinar Purchase)
Real Wealth® Advisors rate this presentation:
Adam has both personally “adopted” businesses as well as helped his business owner clients with their own transitions. In this fast-paced and ever-changing industry, get unique advice from this respected industry veteran who has experienced many financial practice adoptions, and who will reveal the things he has learned and what he wishes he had known sooner!