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  1. Dwarka Lakhan
    Productivity and efficiency gains more than offset costs
  2. Dwarka Lakhan
    Seek guidance and learn as much as you can
  3. Dwarka Lakhan
    They are tech-savvy and can retain assets held by young clients
  4. Dwarka Lakhan
    Seek relationships with several types of COIs
  5. Dwarka Lakhan
    Simple calculations can give you insight into profitability
  6. Dwarka Lakhan
    Find your way back to doing the things that made you successful in the first place
  7. Dwarka Lakhan
    Take the time to maximize the value of your business
  8. Dwarka Lakhan
    The role your mentor plays can vary over time
  9. Tessie Sanci
    Vetting the buyer of your practice should be a key component of your exit plan
  10. Dwarka Lakhan
    Developing repeatable processes creates a uniform client experience