12 min read
Todd Doherty: September 28, 2026
Operational bottlenecks in a financial advisory firm are recurring points where work slows, gets repeated, waits for approval, or depends too heavily...
13 min read
Todd Doherty: September 21, 2026
A financial advisor growth plateau usually means the firm has reached a constraint somewhere in its growth system. The issue may be pipeline, but it...
13 min read
Anthony Whitbeck, CFP®, CLU®: September 14, 2026
Financial advisor coaching and consulting solve different problems. Consulting is generally the better fit when a firm needs diagnosis, specialized...
14 min read
Todd Doherty: September 7, 2026
A financial advisory firm is reaching capacity when growth starts to strain the people, systems, and workflows supporting the business. The signs...
10 min read
Alan Salomon, CPA/ABV, CVA: June 18, 2026
Advisory firm buyers do not value every firm the same way. Some focus primarily on revenue multiples, while others rely on EBITDA multiples to assess...
4 min read
Nicholas Tucker: June 30, 2025
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
Anthony Whitbeck, CFP®, CLU®: June 30, 2025
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...
1 min read
Alan Salomon, CPA/ABV, CVA: June 30, 2025
Despite the challenges of fluctuating markets, practice valuations have reached an all-time high. Since January 1, 2020, we have completed over 400...
3 min read
Anthony Whitbeck, CFP®, CLU®: June 30, 2025
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...
