3 min read
Anthony Whitbeck, CFP®, CLU®: 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
Anthony Whitbeck, CFP®, CLU®: June 30, 2025
Stories about mergers and acquisitions are dominating the headlines, paired with an equal number of headlines discussing the vast number of advisors...
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....
1 min read
Alan Salomon, CPA/ABV, CVA: 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...
13 min read
Anthony Whitbeck, CFP®, CLU®: June 30, 2025
Are you one of the 100,000 advisors the industry will lose by 2034? The financial advisory industry is quietly heading toward a talent cliff....
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...
10 min read
Alan Salomon, CPA/ABV, CVA: June 30, 2025
Is your advisory practice valuation grounded in data or outdated assumptions?
