[EP 198] Tips for buying and selling financial planning practices

In this episode, we talk to Steven Fine who is the Managing Director of Growth Focus. Today, we are talking all about the top considerations when buying and selling financial planning practices. Steve along with our host Joanna Oakey drill into the changes in the financial planning industry, discuss a few case studies on different aspects of this area and give you some top tips and takeaways.

Episode metadata supplied by the publisher feed · Published Jan 26, 2022

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[EP 198] Tips for buying and selling financial planning practices

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