Weekend Reading For Financial Planners (Dec 24-25) 2022
CFO News Room
DECEMBER 23, 2022
While RIA M&A activity has been red hot during the past couple of years, a survey suggests that advisors are expecting lower valuations in 2023. From there, we have several articles on advisor marketing: Five tactics advisors can use to make the most of the online referrals they receive. and 2.0%, respectively, over the last five years.
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