Greatest Hits: Financial Advisor Transitions - Don’t Get Played on Recruiting Deal Numbers
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Greatest Hits: Financial Advisor Transitions - Don’t Get Played on Recruiting Deal Numbers
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Key highlights from the episode:
0:00 – Introduction
4:00 – The emotional toll of moving your practice and why vague deal ranges make it worse
6:45 – Real examples of how inflated promises derail transitions and waste time
9:55 – What advisors should demand up front to ensure accurate pro formas and offers
16:30 – Why working with the right consultant can maximize your deal value and prevent costly mistakes
36:35 – Closing thoughts & contact info
If you’re considering a transition, don’t let hype or half-truths guide your decision. Learn how to spot red flags, negotiate effectively, and choose a firm that truly supports your business.
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Learn more about our companies and resources:
-Elite Consulting Partners | Financial Advisor Transitions: https://eliteconsultingpartners.com
-Elite Marketing Concepts | Marketing Services for Financial Advisors: https://elitemarketingconcepts.com
-Elite Advisor Successions | Advisor Mergers and Acquisitions: https://eliteadvisorsuccessions.com
-JEDI Database Solutions | Technology Solutions for Advisors: https://jedidatabasesolutions.com
Listen to more Advisor Talk episodes: https://eliteconsultingpartners.com/podcasts/
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