2 min read
Todd Doherty: June 30, 2025
Aggressive recruiting efforts among Broker Dealers has led to a surge of advisors shifting platforms in search of better payouts and opportunities....
11 min read
Todd Doherty: June 30, 2025
What’s the fastest way for a financial advisor to double their client base, without spending years prospecting?
2 min read
Todd Doherty: June 30, 2025
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...
3 min read
Todd Doherty: 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
Todd Doherty: June 30, 2025
For advisors over sixty, delaying the sale of your practice can have significant financial and personal ramifications, especially if you are already...
2 min read
Todd Doherty: June 30, 2025
Many advisors look at traditional marketing techniques as key strategies for driving growth. Yet there is one powerful strategy that many advisors...
2 min read
Todd Doherty: June 30, 2025
Many financial advisor practice owners nearing retirement wonder when the right time is to exit. Often, they consider their age, the age of their...
2 min read
Todd Doherty: June 30, 2025
In our last post, we explained the many personal reasons advisors use to delay selling. Advisors also cite assumptions about their practice value and...
2 min read
Todd Doherty: June 30, 2025
We’ve heard it all before. The story about the cobbler’s children having no shoes. When it comes to financial advisors the story is the same. They...
