Anthony Whitbeck, CFP®, CLU®

Anthony "Tony" Whitbeck, CFP®, CLU®, is CEO and Owner of Advisor Legacy. He began his career as a financial advisor in 1989 and later shifted to coaching, where he’s guided more than two hundred advisory practices through growth, valuation, and succession. Tony leads Advisor Legacy’s certified third-party valuation engagements and coordinates lending and legal partners to streamline transactions. His articles focus on building transferable enterprise value, mapping internal vs. external exits, and avoiding common succession pitfalls. Drawing on decades of in-the-trenches experience, Tony provides practical, compliance-friendly guidance advisors can use right away.

Lack Of Multigenerational Planning Negatively Impacts Practice

2 min read

Lack Of Multigenerational Planning Negatively Impacts Practice Value

Picture of Anthony Whitbeck, CFP®, CLU® Anthony Whitbeck, CFP®, CLU®: June 30, 2025

As the industry speeds toward the Great Wealth Transfer, many financial advisory practices will see a rapid decline in AUM, with revenue and practice...

Practice Development Successions and Continuity
Read More
Internal Successions on the Rise

2 min read

Internal Successions on the Rise

Picture of Anthony Whitbeck, CFP®, CLU® Anthony Whitbeck, CFP®, CLU®: June 30, 2025

After years of mass consolidation and open market sales marked by big payouts and ever increasing multiples, advisors are now looking inward for a...

Practice Development Successions and Continuity
Read More
Prev 3 4 5 6 7