Introducing The Unshakeables, a new podcast from Chase for Business and iHeartMedia's Ruby Studio. Small businesses are the heart and soul of this country, but it takes a brave individual to start and run a company of their own. From mom-and-pop coffee shops to auto-detailing garages -- no matter the type of industry you’re in, every small business owner knows that the journey is full of the unexpected. A single moment may even change the course of your business forever. Those who stand firm ...
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Вміст надано Practical Wisdom from ACP Financial Advisors and Alliance of Comprehensive Planners (ACP). Весь вміст подкастів, включаючи епізоди, графіку та описи подкастів, завантажується та надається безпосередньо компанією Practical Wisdom from ACP Financial Advisors and Alliance of Comprehensive Planners (ACP) або його партнером по платформі подкастів. Якщо ви вважаєте, що хтось використовує ваш захищений авторським правом твір без вашого дозволу, ви можете виконати процедуру, описану тут https://uk.player.fm/legal.
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Ep. #16: Taking Over an Established Practice - Irfan Bhabhrawala, CFP®
Manage episode 279840433 series 2639281
Вміст надано Practical Wisdom from ACP Financial Advisors and Alliance of Comprehensive Planners (ACP). Весь вміст подкастів, включаючи епізоди, графіку та описи подкастів, завантажується та надається безпосередньо компанією Practical Wisdom from ACP Financial Advisors and Alliance of Comprehensive Planners (ACP) або його партнером по платформі подкастів. Якщо ви вважаєте, що хтось використовує ваш захищений авторським правом твір без вашого дозволу, ви можете виконати процедуру, описану тут https://uk.player.fm/legal.
Many fee-only planners build their own practices from scratch, or with client relationships developed at a prior employer. But what's it like to buy an established practice from someone else? Join us as Irfan Bhabhrawala, CFP®, Owner of Arbor Financial in Ann Arbor, Michigan, describes his experience seeking a firm to advise a family member. In time, he joined that same firm as an employee and then bought it from his family's advisor. To learn more about the ACP, please visit www.ACPlanners.org. To learn more about Irfan Bhabhrawala, please visit www.ArborFinancial.com.
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27 епізодів
Поширити
Manage episode 279840433 series 2639281
Вміст надано Practical Wisdom from ACP Financial Advisors and Alliance of Comprehensive Planners (ACP). Весь вміст подкастів, включаючи епізоди, графіку та описи подкастів, завантажується та надається безпосередньо компанією Practical Wisdom from ACP Financial Advisors and Alliance of Comprehensive Planners (ACP) або його партнером по платформі подкастів. Якщо ви вважаєте, що хтось використовує ваш захищений авторським правом твір без вашого дозволу, ви можете виконати процедуру, описану тут https://uk.player.fm/legal.
Many fee-only planners build their own practices from scratch, or with client relationships developed at a prior employer. But what's it like to buy an established practice from someone else? Join us as Irfan Bhabhrawala, CFP®, Owner of Arbor Financial in Ann Arbor, Michigan, describes his experience seeking a firm to advise a family member. In time, he joined that same firm as an employee and then bought it from his family's advisor. To learn more about the ACP, please visit www.ACPlanners.org. To learn more about Irfan Bhabhrawala, please visit www.ArborFinancial.com.
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27 епізодів
Усі епізоди
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Схожі до Practical Wisdom from ACP Financial Advisors
Introducing The Unshakeables, a new podcast from Chase for Business and iHeartMedia's Ruby Studio. Small businesses are the heart and soul of this country, but it takes a brave individual to start and run a company of their own. From mom-and-pop coffee shops to auto-detailing garages -- no matter the type of industry you’re in, every small business owner knows that the journey is full of the unexpected. A single moment may even change the course of your business forever. Those who stand firm ...
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continue reading
Wharton faculty and industry leaders discuss their latest research, books, and relevant business topics. Hosted on Acast. See acast.com/privacy for more information.
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continue reading
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continue reading
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