Is there safety in numbers?
Is buying a client base a good return on investment in these changing times of advice? Is it still a good starting point for many advisers both starting out on their own or seeking to accelerate growth?
What about the past liability? What about the 'conversion/integration' effort?
This Certainty Roundtable will facilitate discussions among the Certainty Advice Community on what works and what does not work for 2022 and beyond, for firms considering a merger or a purchase of an advisory client base.