Book

Co-author of book, “The Financial Advisor M&A Guidebook: Best Practices, Tools and Resources for Technology Integration and Beyond” (2018)

By p2vrc | October 17, 2019

To learn more about the book, visit this page.

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HIFON is a private, independent study group for RIA Operations Professionals. Founded in 2010, HIFON has quietly built the premier operations community for RIAs. HIFON membership gives you access to best practices, independent advice, and peer-to-peer support you cannot find anywhere else.

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