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Advisor Legacy Insights

Thought leadership from Advisor Legacy to help advisors build, live, and leave a legacy.

Myths About Practice Value That Keeps Advisors From Selling

2 min read

Myths About Practice Value That Keeps Advisors From Selling When They Should

Picture of Todd Doherty 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...

Practice Acquisitions Successions and Continuity
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Why Do So Many Advisors Not Have A Continuity Plan

2 min read

Why Do So Many Advisors Not Have A Continuity Plan?

Picture of Todd Doherty 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...

Practice Development Successions and Continuity
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