Episode 6 - Do You Own Your Book?

Behind The Breakaway
22/02/2024 26 min Episodio 6
Episode 6 - Do You Own Your Book?

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Episode Synopsis


In this episode, we talk about the advantage of owning your own book of business in the RIA space and when it comes to risk mitigation, business valuation, and succession planning. For more information about Uptick Partners and how we can help you in your breakaway journey learn more about the RIA world, visit us at UptickPartners.com.
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