2 min read
The Five-Year Myth Among Financial Advisors
Todd Doherty: June 30, 2025
As with any industry, there are many myths that can falsely influence an advisor’s decision about their career and their practice. We’ve talked...
3 min read
The Growing Appeal of Sell and Stay Deals
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
How to Find a Financial Advisor Practice for Sale: A Proactive Buyer's Playbook
Todd Doherty: June 30, 2025
Why is advisor succession accelerating, and what should buyers do about it?
4 min read
Biggest Mistakes Advisors Make When Selling Their Practice
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
Advisors Not Seeing Immediate Gains From A Transition
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
Buying a Book of Business: Insights from a Top Financial Advisor
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
Top 4 Factors Besides Price that Make a Practice a Good Fit
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
Common Mistakes When Buying or Selling a Practice
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
Why Now is the Time to Sell Your Advisory Practice
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...