How to sell and how NOT to sell your RIA

Corey Kupfer, founder and managing partner at Kupfer., joins a segment of Chuck Failla’s goRIA Podcast, where they discuss some considerations for RIA owners thinking about selling (or not selling) their practice. “What I love about this industry is that most of them really care that their clients are well taken care of. They’re not just looking to take top dollar,” says Kupfer.

To listen in click here

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What RIA Sellers Can Learn–Good and Bad–From Trump’s Negotiating Tactics