With growth driving many RIAs to pursue external sales, client referral programs continue gaining traction, despite their high costs. Corey Kupfer, managing partner and founder of Kupfer., PLLC, spoke with InvestmentNews' Andrew Cohen to share his take on the value these programs deliver to RIAs and how they influence M&A valuation considerations.
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Corey Kupfer is an expert strategist, deal-maker, and business consultant with more than 35 years of professional negotiating experience as a successful entrepreneur and attorney.
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