2 min read
Advisors Not Seeing Immediate Gains From A Transition
Aggressive recruiting efforts among Broker Dealers has led to a surge of advisors shifting platforms in search of better payouts and opportunities....
1 min read
Funding A Financial Advisor Practice Acquisition
Anthony Whitbeck: June 30, 2025
For many advisors looking to grow their practice, acquisitions are an attractive path. The challenge, however, is identifying the best way of funding...
13 min read
How to List Your Financial Advisor Practice for Sale: Build a Strong Exit Plan
Anthony Whitbeck: June 30, 2025
Are you one of the 100,000 advisors the industry will lose by 2034? The financial advisory industry is quietly heading toward a talent cliff....
11 min read
Buying a Book of Business: Insights from a Top Financial Advisor
Anthony Whitbeck: 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
Anthony Whitbeck: 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
Anthony Whitbeck: June 30, 2025
Is your advisory practice valuation grounded in data or outdated assumptions?
2 min read
Team Spotlight: Travis Liedke Valuation Coach
Anthony Whitbeck: 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...
1 min read
Generate 7 Times More Netflows Per Client
Anthony Whitbeck: 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: 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....