2 min read
Anthony Whitbeck, CFP®, CLU®: June 30, 2025
The New Year is a time for making resolutions and tackling big goals. For financial advisors, one of the best resolutions you can make for your...
2 min read
Nicholas Tucker: June 30, 2025
Clients are the lifeblood of a financial advisory practice. Yet when it comes time to an advisor’s succession, they often forget to include their...
8 min read
Anthony Whitbeck, CFP®, CLU®: June 30, 2025
What if selling your business meant continuing the work you're best at, with stronger support and a clearer path forward? According to Fidelity, 90%...
2 min read
Nicholas Tucker: June 30, 2025
A successful practice sale doesn’t end when the buyer signs the purchase agreement. It ends when the entire practice, including all of its clients,...
9 min read
Anthony Whitbeck, CFP®, CLU®: June 30, 2025
What happens when the person who helps others prepare for the future hasn’t prepared for their own? Over the next ten years, about 110,000 financial...
4 min read
Anthony Whitbeck, CFP®, CLU®: June 30, 2025
In these uncertain times, many advisors are assessing their practices and their ability to withstand the impact unexpected events. While a global...
2 min read
Alan Salomon, CPA/ABV, CVA: June 30, 2025
No matter what stage of development your practice is in, its critical to know the true value of your business. A valuation is essential for securing...
8 min read
Todd Doherty: June 30, 2025
Why is advisor succession accelerating, and what should buyers do about it?
3 min read
Anthony Whitbeck, CFP®, CLU®: June 30, 2025
A growing trend in the advisor industry is the partial sale of a specific group of clients. The main reason for this trend is that, instead of opting...
