11 min read
Buying a Book of Business: Insights from a Top Financial Advisor
What’s the fastest way for a financial advisor to double their client base, without spending years prospecting?
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.
11 min read
What’s the fastest way for a financial advisor to double their client base, without spending years prospecting?
2 min read
Whether you are buying or selling a financial advisory practice, the whole transaction can feel a lot like dating. You’re looking for someone who is...
10 min read
Is your advisory practice valuation grounded in data or outdated assumptions?
3 min read
The sale of a financial practice is a major event for the owner of the practice who spent years building the practice into a vibrant business....