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Brian Hamburger on Surging Merger Business in RIAs

Masters in Business

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Scaling Up Your Firm

There's no doubt in my mind as having run a firm that was 90 million in assets, there are clearly economies of scale. But for the advisor with a few hundred million of assets under management, right? They don't need the scale. If this is a lifestyle business, and I know that's kind of a dirty word, because people who want to say, "I'm not in a lifestyle business," it's okay. Where we always encourage people to do is start with their why.

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