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A prominent advisor and the founder of an RIA operations network partnered to create a technology guidebook for firms changing hands.

The redesign is intended to bring clarity to the relationship between Carson Coaching, Carson Partners and Carson Wealth.

Think clients care about your investing chops, or that they love to meet you at your office? Here, two industry consultants take the hammer of truth to ten persistent financial fairy tales.

The financial planning firm, founded by Peter Mallouk, launches an eight-figure national television campaign and is, for the first time, looking to buy other RIAs.

Eight tips to help you get started.

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