Jimmy Evans of Gratium Wealth Planning, a Barron’s Top 100 practice, shares how he sourced over $1B in acquisitions without relying on recruiters. He walks through his journey from early referral-based deals to partnering with leadership teams, leveraging LinkedIn, and hiring a dedicated recruiting director. Packed with insights on culture fit, sourcing strategies, and scaling with intention, this episode is a must-listen for firms looking to grow through M&A. Visit www.xfa.coach to learn more.

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