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Advisor Legacy Insights

Thought leadership from Advisor Legacy to help advisors build, live, and leave a legacy.

2 min read

How a Succession Plan is a Growth Strategy

Many advisors look at traditional marketing techniques as key strategies for driving growth. Yet there is one powerful strategy that many advisors...

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Internal Successions on the Rise

After years of mass consolidation and open market sales marked by big payouts and ever increasing multiples, advisors are now looking inward for a...

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Can You Afford to Sell Your Advisory Practice

Many financial advisor practice owners nearing retirement wonder when the right time is to exit. Often, they consider their age, the age of their...

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Myths About Practice Value That Keeps Advisors From Selling When They Should

In our last post, we explained the many personal reasons advisors use to delay selling. Advisors also cite assumptions about their practice value and...

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Why Do So Many Advisors Not Have A Continuity Plan?

We’ve heard it all before. The story about the cobbler’s children having no shoes. When it comes to financial advisors the story is the same. They...

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