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Merging your financial advisory practice with another is an effective way to scale your business, but it's not hard for the merger to get derailed if you don't do your due diligence upfront. One of the most important steps in due diligence...
So much of what makes a good leader and a successful advisor is dedicating time to improving yourself in order to better serve the needs of your team, your family, and yourself. As I like to say, the happier you are, the more effective you&rsquo...
In this Xperts space, I am sharing some of the personal improvement tools I have incorporated into my life that have made me a smarter CEO, a healthier husband and father, and a happier person...