7 min read
Anthony Whitbeck, CFP®, CLU®: September 5, 2025
Struggling to close deals when buyers and sellers won’t agree on value? You’re in good company. As of 2023, about 26 percent of private company...
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...
