It didn’t all change in March 2020. Not really. The UK high street has been in the throes of a gradual revolution for decades. From the rise of ecommerce, to the birth of mobile, social commerce, and a growing emphasis on experience, change has been underway for a while. In fact for many, the pandemic has acted as a wake-up call. Digital transformation was no longer a ‘nice to have’ but a matter of survival. Necessity sparked innovation and customers are enjoying more flexibility and conveni ...
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محتوای ارائه شده توسط Practical Wisdom from ACP Financial Advisors and Alliance of Comprehensive Planners (ACP). تمام محتوای پادکست شامل قسمتها، گرافیکها و توضیحات پادکست مستقیماً توسط Practical Wisdom from ACP Financial Advisors and Alliance of Comprehensive Planners (ACP) یا شریک پلتفرم پادکست آنها آپلود و ارائه میشوند. اگر فکر میکنید شخصی بدون اجازه شما از اثر دارای حق نسخهبرداری شما استفاده میکند، میتوانید روندی که در اینجا شرح داده شده است را دنبال کنید.https://fa.player.fm/legal
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Ep. #16: Taking Over an Established Practice - Irfan Bhabhrawala, CFP®
Manage episode 279840433 series 2639281
محتوای ارائه شده توسط Practical Wisdom from ACP Financial Advisors and Alliance of Comprehensive Planners (ACP). تمام محتوای پادکست شامل قسمتها، گرافیکها و توضیحات پادکست مستقیماً توسط Practical Wisdom from ACP Financial Advisors and Alliance of Comprehensive Planners (ACP) یا شریک پلتفرم پادکست آنها آپلود و ارائه میشوند. اگر فکر میکنید شخصی بدون اجازه شما از اثر دارای حق نسخهبرداری شما استفاده میکند، میتوانید روندی که در اینجا شرح داده شده است را دنبال کنید.https://fa.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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25 قسمت
Manage episode 279840433 series 2639281
محتوای ارائه شده توسط Practical Wisdom from ACP Financial Advisors and Alliance of Comprehensive Planners (ACP). تمام محتوای پادکست شامل قسمتها، گرافیکها و توضیحات پادکست مستقیماً توسط Practical Wisdom from ACP Financial Advisors and Alliance of Comprehensive Planners (ACP) یا شریک پلتفرم پادکست آنها آپلود و ارائه میشوند. اگر فکر میکنید شخصی بدون اجازه شما از اثر دارای حق نسخهبرداری شما استفاده میکند، میتوانید روندی که در اینجا شرح داده شده است را دنبال کنید.https://fa.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.
…
continue reading
25 قسمت
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