FOR SUSTAINABLE, PROFITABLE, CLIENT-FOCUSED ADVISER FIRMS
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First 'vlog' for PA
Exit strategy on company sale
'Client goals and dreams'
'Advisers are also sticking with Lindsell Train'
‘Guidance on best rates across the market’
'Need to level up'
'Mindset change'
'Train and prepare'
'No certainty a transaction will be agreed'
Raring to go
20 December 2021
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1 min read
