2 min read
Shennandoah Connor: June 30, 2025
The New Year is a time for making resolutions and tackling big goals. For financial advisors, one of the best resolutions you can make for your...
1 min read
Shennandoah Connor: June 30, 2025
Clients are the lifeblood of a financial advisory practice. Yet when it comes time to an advisor’s succession, they often forget to include their...
2 min read
Shennandoah Connor: June 30, 2025
A successful practice sale doesn’t end when the buyer signs the purchase agreement. It ends when the entire practice, including all of its clients,...
2 min read
Shennandoah Connor: June 30, 2025
A growing trend in the advisor industry is the partial sale of a specific group of clients. The main reason for this trend is that, instead of opting...
1 min read
Shennandoah Connor: June 30, 2025
For many advisors looking to grow their practice, acquisitions are an attractive path. The challenge, however, is identifying the best way of funding...
2 min read
Shennandoah Connor: June 30, 2025
As a Valuation Coach, Travis Liedke combines a passion for analytics and problem solving with his passion for helping advisors. Travis joined the...
1 min read
Shennandoah Connor: June 30, 2025
A number of recent reports show that advisors who deliver comprehensive financial plans receive up to seven times more netflows per household group....
2 min read
Shennandoah Connor: June 30, 2025
Client demands and the stress of managing change leading advisors to sell their practice early. Why it matters: Instead of selling on their own...
3 min read
Shennandoah Connor: June 30, 2025
Buying or selling a practice can be an exciting event. It can also become a challenging experience if you’re not prepared. Here are some of the most...
2 min read
Shennandoah Connor: 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...
