11 min read
Anthony Whitbeck, CFP®, CLU®: September 4, 2025
If you’re preparing to put your financial advisor practice for sale, knowing how to structure the deal, value the practice, and transition clients...
5 min read
Anthony Whitbeck, CFP®, CLU®: September 4, 2025
Selling a financial advisory practice — or a financial planning practice — involves more than simply agreeing on a price and signing documents. One...
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4 min read
Anthony Whitbeck, CFP®, CLU®: September 2, 2025
The Shockwaves of Consolidation In wealth management, consolidation is often framed as progress. Announcements speak of efficiency, synergy, and...
6 min read
Anthony Whitbeck, CFP®, CLU®: August 29, 2025
When you’re evaluating offers to sell your advisory firm, are you also asking yourself how well your buyer will protect your client relationships and...
6 min read
Anthony Whitbeck, CFP®, CLU®: August 19, 2025
For decades, you’ve dedicated yourself to building a successful financial advisory practice, guiding clients toward their financial goals. Now, as...
6 min read
Anthony Whitbeck, CFP®, CLU®: August 15, 2025
As of August 2025, nearly 37% of financial advisors are expected to retire within the next decade, according to Cerulli Associates. Collectively,...
7 min read
Anthony Whitbeck, CFP®, CLU®: August 8, 2025
Succession planning is no longer optional. It is a business imperative. As of mid-2025, 94% of firm owners nearing retirement lack a fully documented...
6 min read
Anthony Whitbeck, CFP®, CLU®: August 1, 2025
Are you feeling stretched thin? Serving more clients, juggling paperwork, and chasing growth while trying to keep client satisfaction high? You’re...
4 min read
Anthony Whitbeck, CFP®, CLU®: July 25, 2025
For growth-minded financial advisors, a business model heavily reliant on Assets Under Management (AUM) fees can feel like riding a rollercoaster....
