What You Absolutely Should Not Do In An Acquisition MDRT podcast

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What you absolutely should not do in an acquisition

1M ago 12:55

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Konten disediakan oleh MDRT Podcast. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh MDRT Podcast atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang diuraikan di sini https://id.player.fm/legal.

With the many ways an acquisition can go wrong, how can you circumvent these problems in pursuit of success? In this episode, MDRT member D. Kyle Atkins, CFP, CLU, and president of Succession Resource Group David Grau Jr. explain what to avoid and what to do instead to foster more effective decisions and business transitions. Episode breakdown: 0:34 – Why you shouldn’t call the biggest and best clients first 3:01 – Establishing clarity for a valuation 6:05 – Communicating the transition plan to a soon-to-be-retiring advisor 7:57 – Turning preparation and teamwork into success 10:43 – Ensuring that opinions match with facts Listen to the monthly series, MDRT Presents: @mdrtpresents

… continue reading

153 episode

#Personal Finances #Lifestyle #Business #MDRT #Don't Get

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What you absolutely should not do in an acquisition

22 subscribers

published 1M ago

Bagikan

MP3•Beranda episode

Konten disediakan oleh MDRT Podcast. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh MDRT Podcast atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang diuraikan di sini https://id.player.fm/legal.

With the many ways an acquisition can go wrong, how can you circumvent these problems in pursuit of success? In this episode, MDRT member D. Kyle Atkins, CFP, CLU, and president of Succession Resource Group David Grau Jr. explain what to avoid and what to do instead to foster more effective decisions and business transitions. Episode breakdown: 0:34 – Why you shouldn’t call the biggest and best clients first 3:01 – Establishing clarity for a valuation 6:05 – Communicating the transition plan to a soon-to-be-retiring advisor 7:57 – Turning preparation and teamwork into success 10:43 – Ensuring that opinions match with facts Listen to the monthly series, MDRT Presents: @mdrtpresents

… continue reading

153 episode

#Personal Finances #Lifestyle #Business #MDRT #Don't Get

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