Response to Marty Bicknell 22 Billion and Counting

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March 30, 2020

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I read a fabulous article by Steve Garmhausen of Barron’s Advisor. It has some valuable takeaways for financial advisors who are looking to make an acquisition, be acquired, or grow their businesses with scale.

Here is a link to the article so you can follow along as I discuss these points.

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Sources

Garmhausen, Stephen. 29 February, 2020. Barron’s. Marty Bicknell: $22 Billion and Counting. Retrieved from https://www.barrons.com/articles/marty-bicknell-22-billion-and-counting-51582898180

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Response to Marty Bicknell 22 Billion and Counting

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Response to Marty Bicknell 22 Billion and Counting

Sign Up For Daily Newsletter: Receive one actionable marketing tip each DAY!

Any questions? Send 'em in!

RELATED POSTS

Should I Move my RIA Firm to the Cloud?

What Rich Clients Really Want vs. What Financial Advisors Say = Total Disconnect

5 painless tips for getting marketing materials approved by Financial Advisor Compliance

Is Your Online Brand Breaking the Walls Down? Take this Survey.

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Are you sick of the BS yet?

Sign Up For My Daily Newsletter: One Actionable Marketing Tip A Day Emailed To You

Contact Me