I sold my RIA — here's what you can learn from my merger

Pivoting from "this company will always be mine" to "I need to find a partner who can help me maintain continuity" is a necessary mindset shift for advisors making continuity plans. By Anand Gupta


https://www.financial-planning.com/opinion/i-sold-my-ria-heres-what-you-can-learn-from-my-merger?utm_source=dlvr.it&utm_medium=blogger