Sales, Client Retention, and the Art of Practice Acquisition

Brian Quinn – Principal Partner, Searcy Weems-Scott & Quinn

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Ep 34: Building a Planning-First, People-Focused Firm with Kelly Lee & Shane Gaddy

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Ep 33: Planning for the Next Generation of Advisors with Chris and Nicholas Rios

Chris and Nicholas Rios
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Ep 32: Finding Purpose Through Change with Temp Davis

Temp Davis
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Land Bridges

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