4 min read
LPL’s Commonwealth Acquisition: What Advisors Near Retirement Should Know
The Shockwaves of Consolidation In wealth management, consolidation is often framed as progress. Announcements speak of efficiency, synergy, and...
A 35-year veteran of the industry, Whitbeck’s experience, industry knowledge, and track record make him a powerhouse ally for financial advisors and industry leaders. With certified third-party business valuations, legal and lending support partners, and a proven acquisition process, Whitbeck and his team of experts have helped hundreds of financial advisors build, manage, protect, and successfully transition their practice.
4 min read
The Shockwaves of Consolidation In wealth management, consolidation is often framed as progress. Announcements speak of efficiency, synergy, and...
6 min read
When you’re evaluating offers to sell your advisory firm, are you also asking yourself how well your buyer will protect your client relationships and...
6 min read
For decades, you’ve dedicated yourself to building a successful financial advisory practice, guiding clients toward their financial goals. Now, as...
6 min read
As of August 2025, nearly 37% of financial advisors are expected to retire within the next decade, according to Cerulli Associates. Collectively,...
7 min read
Succession planning is no longer optional. It is a business imperative. As of mid-2025, 94% of firm owners nearing retirement lack a fully documented...
6 min read
Are you feeling stretched thin? Serving more clients, juggling paperwork, and chasing growth while trying to keep client satisfaction high? You’re...
4 min read
For growth-minded financial advisors, a business model heavily reliant on Assets Under Management (AUM) fees can feel like riding a rollercoaster....
5 min read
For financial advisors nearing the exit stage of their careers, a high client retention rate is a primary driver of their practice's valuation....
6 min read
As a financial advisor, you've spent years building your practice and nurturing client relationships. But when it comes time to think about a...