3 min read
Todd Doherty: June 30, 2025
The advisor M&A scene has changed dramatically over the last five years. This change has emerged in tandem with a shift from a concentration in the...
8 min read
Todd Doherty: June 30, 2025
Why is advisor succession accelerating, and what should buyers do about it?
4 min read
Todd Doherty: June 30, 2025
Selling a financial advisory practice is a once in a lifetime event, one that can have a tremendous impact on an advisor’s life and family. Yet too...
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...
