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...
10 min read
How to Get More Value from a Financial Advisor Practice Valuation Calculator
Alan Salomon, CPA/ABV, CVA: June 30, 2025
Is your advisory practice valuation grounded in data or outdated assumptions?
2 min read
Team Spotlight: Travis Liedke Valuation Coach
Alan Salomon, CPA/ABV, CVA: June 30, 2025
As a Valuation Coach, Travis Liedke combines a passion for analytics and problem solving with his passion for helping advisors. Travis joined the...
2 min read
Generate 7 Times More Netflows Per Client
Nicholas Tucker: June 30, 2025
A number of recent reports show that advisors who deliver comprehensive financial plans receive up to seven times more netflows per household group....
3 min read
Biggest Roadblocks to the Sale of a Financial Practice
Anthony Whitbeck, CFP®, CLU®: June 30, 2025
The sale of a financial practice is a major event for the owner of the practice who spent years building the practice into a vibrant business....
3 min read
Despite Market Volatility, Practice Values Increasing at Highest Rate in History
Alan Salomon, CPA/ABV, CVA: June 30, 2025
Recently, a number of experts that specialize in RIA M&A have claimed that practice values are reaching their peak and will soon feel the effects of...
2 min read
Burnout Driving Advisors Out of the Industry
Nicholas Tucker: June 30, 2025
Client demands and the stress of managing change leading advisors to sell their practice early. Why it matters: Instead of selling on their own...
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...