CE Drive with Jason Watt

Getting Started

October 10, 2019
  • Join Jason and his guests Mitchell and Garrett as they discuss buying a block of investment business, and getting clients used to hearing retirement advice from a young advisor.


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Supplementary Materials:

How To Structure Your Earn Out (Without Getting Burned)

Serving Clients Through Needs-Based Sales Practices

Projection-Free Financial Planning To Avoid A False Sense Of Precision

Projection Assumption Guidelines

Client Name and Nominee Name Accounts 

Kitces and Carl Podcast

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