.png?width=1080&height=1080&name=client%20retention%20strategies%20for%20financial%20advisors%20(1).png)
5 min read
Anthony Whitbeck, CFP®, CLU®: July 18, 2025
For financial advisors nearing the exit stage of their careers, a high client retention rate is a primary driver of their practice's valuation....
6 min read
Anthony Whitbeck, CFP®, CLU®: July 11, 2025
As a financial advisor, you've spent years building your practice and nurturing client relationships. But when it comes time to think about a...
4 min read
Nicholas Tucker: June 30, 2025
The last several years have taken their toll on everyone. Navigating a pandemic, along with volatile markets, shifting work cultures, and large-scale...
.png?width=1080&height=1080&name=Why%20It%E2%80%99s%20a%20Bad%20Idea%20to%20Hold%20on%20to%20Your%20Practice%20Until%20You%20Retire%20(1).png)
2 min read
Anthony Whitbeck, CFP®, CLU®: June 30, 2025
Many advisors with 30 plus years of service under their belt approach the last phase of their career in pretty much the same fashion. They take their...
1 min read
Alan Salomon, CPA/ABV, CVA: June 30, 2025
Despite the challenges of fluctuating markets, practice valuations have reached an all-time high. Since January 1, 2020, we have completed over 400...
9 min read
Anthony Whitbeck, CFP®, CLU®: June 30, 2025
What kind of buyer will protect the financial advisory business you built and pay what your book of business is worth? Nearly 40% of financial...
3 min read
Anthony Whitbeck, CFP®, CLU®: June 30, 2025
For most owners of a Financial Advisor practice, you only sell your practice once. As a once in a lifetime deal, you’ll want to do it right. Doing it...
.png?width=1080&height=1080&name=Things%20Advisors%20Need%20to%20Consider%20If%20They%20Plan%20to%20Sell%20Their%20Practice%20in%20One%20to%20Five%20Years%20(1).png)
3 min read
Todd Doherty: June 30, 2025
Most advisors will only sell a practice once in their lifetime. It’s no wonder then that many advisors are woefully unprepared for that experience....
2 min read
Alan Salomon, CPA/ABV, CVA: June 30, 2025
Your financial planning practice is likely your largest asset. Understanding its potential value is critical to making smart business decisions. One...
