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Advisor Legacy Insights

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

Practice Development

4 min read

Advisor Burnout – Is It Time to Sell?

The last several years have taken their toll on everyone. Navigating a pandemic, along with volatile markets, shifting work cultures, and large-scale...

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2 min read

Why It’s a Bad Idea to Hold on to Your Practice Until You Retire

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...

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1 min read

Financial Advisor Practice Values Reach All Time High

Despite the challenges of fluctuating markets, practice valuations have reached an all-time high. Since January 1, 2020, we have completed over 400...

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2 min read

A Winning Team: Selecting Qualified Experts To Help You Sell Your Practice

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...

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3 min read

Things Advisors Need to Consider If They Plan to Sell Their Practice in One to Five Years

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....

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2 min read

Factors That Impact Practice Value

Your financial planning practice is likely your largest asset. Understanding its potential value is critical to making smart business decisions. One...

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2 min read

Using a Valuation as a Business Planning Tool

When financial advisors think of valuations, they often think of them in relation to mergers and acquisitions. But valuations are useful for more...

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2 min read

Advisors Add Value During Market Volatility

Fluctuating markets fuel uncertainty, fraying the nerves of clients. Although this increases demands on advisors and staff, it’s also an opportunity...

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2 min read

How An Aging Client Base Hurts Your Practice Value (And What to Do About It)

As you near the point of finally exiting your practice, either through internal succession or outside sale, one of your main goals becomes maximizing...

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3 min read

40% of Advisors Set to Retire In the Next 5 Years

The financial advisor industry is rapidly approaching the crest of its retirement wave, yet many advisors nearing retirement don’t have a succession...

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