Practice Exchange

Inspiration for drafting your own business teaser

Example Business Teaser

Starting a Meeting Room

Completing Your Teaser, Discovery Questions and Match Preferences

How to invite matches to your Meeting Room

Inviting Matches to your Meeting Room

Reviewing expressions of interest and sending NDAs to candidates

Reviewing an Expression of Interest & Sending NDA

Executing an NDA from the Retiring FA perspective

Executing the NDA (Retiring FA)

Negotiating and scheduling your first meeting as a Retiring FA

Negotiating (Retiring FA)

Practice Exchange Support

Meeting Room for Retiring Financial Advisors or Sellers

Find answers and get help from Intercom Support and Community Experts

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