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“Exit” is NOT a Four Letter Word: Why Advisors Need a Thoughtful Succession Strategy
By China Allen, Founder & CEO of Key Consulting For many financial advisors, the idea of “retirement” feels like a distant and...
Keyconsulting
Jun 24 min read


4 Reasons you SHOULD partner with an Advisor Recruiting/Transition Consultant
We all know that finding the right broker-dealer or RIA to team up with is extremely important to the success of your business. But let’s...
Keyconsulting
Aug 13, 20242 min read


Unlocking Opportunities: Financial Advisor Placement Solutions
Are you a financial advisor feeling caught up in the mergers and acquisitions game? Does it feel like your Broker-dealer is placing more...
Keyconsulting
Aug 1, 20241 min read
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