What Advisors Should Focus on to Maximize the Value of Their Practice: An Investment Banker’s Guidance

from The Diamond Podcast for Financial Advisors · host Mindy Diamond

Dan Seivert of ECHELON Partners offers perspective to help advisors better understand their business’s value drivers and how to maximize each, even if you aren’t interested in going independent or selling your business.

Episode metadata supplied by the publisher feed · Published Mar 14, 2024

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What Advisors Should Focus on to Maximize the Value of Their Practice: An Investment Banker’s Guidance

0:00 47:11

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