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Results: 178

How to adjust your practice to accommodate new clients gained in an acquisition image

MDRT Podcast

Jun 2, 2025

How to adjust your practice to accommodate new clients gained in an acquisition

Just because you have expanded your book of business doesn’t mean you’re automatically ready to serve all those clients. In this episode, MDRT member D. Kyle Atkins, CFP, CLU, and president of Succession Resource Group David Grau Jr. explain how to ensure that you can match your service to the needs of people who have just come onboard.

What you absolutely should not do in an acquisition

D. Kyle Atkins, CLU, CFP; David Grau Jr., MBA

Aug 1, 2024

What you absolutely should not do in an acquisition

With the many ways an acquisition can go wrong, how can you circumvent these problems in pursuit of success? In this episode, MDRT member D. Kyle Atkins, CFP, CLU, and president of Succession Resource Group David Grau Jr. explain what to avoid and what to do instead to foster more effective decisions and business transitions.

Kavita Bothra

Jun 19, 20255 min

Successful strategies for business transition

Kavita Bothra shares a deeply personal and practical account of transitioning a financial advisory business with purpose, empowering the next generation while preserving a lasting legacy.