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Certainty Roundtable (CAR180) - "Merging/Buying a Client Base with Certainty" (Member)
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.

Oct 18, 2021 11:30 AM in Canberra, Melbourne, Sydney

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