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Finding Rollover Opportunities In Transitions After Layoffs

CFO News Room

DECEMBER 27, 2022

John is the founder and CEO of John Stokes Financial, a hybrid advisory firm based in Irvine, California that oversees more than $400 million in assets under management*, for 1,800 client households. Welcome back to the 313th episode of the Financial Advisor Success Podcast ! My guest on today’s podcast is John Stokes.

Mergers and Acquisitions (M&A) 130
Mergers and Acquisitions (M&A) Planning Manufacturing Marketing 130
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Weekend Reading For Financial Planners (Dec 10-11) 2022

CFO News Room

DECEMBER 10, 2022

Though given that potentially conflicted practices such as ‘payment for order flow’ are a source of revenue for brokers, such regulation could portend a shift back to explicit transaction fees as they seek to maintain their top line. A four-step process that advisors can use to help clients who tend to overspend. Enjoy the ‘light’ reading!

Mergers and Acquisitions (M&A) 130
Mergers and Acquisitions (M&A) Planning Valuation Accounting 130
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