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Uniting Financial Advisors to Learn More About Acquisitions, Succession Planning and Innovation

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Tag: Disruption

Posted on February 26, 2019February 26, 2019

Higher Standard of Care

At the LPL Financial Accelerate conference in 2016, I had the opportunity to interview Ken Haman, Managing Director of the AB Advisor Institute. Over the years, I followed Mr. Haman and have been very impressed by the Higher Standard of Care process that he has created at AB. This process is something that we've implemented …

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