Know Your Worth | Laura Delaney

In this month’s Know Your Worth livestream, Carson’s Michael Belluomini, VP, Mergers & Acquisitions, and Jeff Harris, AVP, Mergers & Acquisitions, welcome Laura Delaney, Vice President, Practice Management & Consulting, at Fidelity. They’ll go through a macro overview of the M&A landscape, including how 2023 shook out, the trends so far this year and more. 

 

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Case Study: An Advisor's Journey

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The Essentials of Succession Planning for Financial Advisors

The Essentials of Succession Planning for Financial Advisors

Learn how to choose a successor and find the true value of your firm. Download Now