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Advisor Legacy Insights

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

Practice Development (2)

4 min read

Finding a Successor For Your Financial Advisory Practice

You spend decades building your practice. During that time, you cultivate and nurture strong relationships with your clients and your staff. With so...

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3 min read

Top Three Reasons Advisors Sell Their Practice

Over the last five years, the demand for practice acquisitions has skyrocketed. This increase in demand is fueled by greater access to capital, a...

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1 min read

Profitability in Financial Advisor Practices

Any smart business owner knows that it’s not enough to generate revenue. You also must generate a comfortable profit in order to offset the risks of...

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1 min read

When Practice Value Begins to Decline

Over the past several years, advisors have seen the value of their practice steadily grow. As a result, many retiring advisors have enjoyed premiums...

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2 min read

The Five-Year Myth Among Financial Advisors

As with any industry, there are many myths that can falsely influence an advisor’s decision about their career and their practice. We’ve talked...

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3 min read

The Growing Appeal of Sell and Stay Deals

The advisor M&A scene has changed dramatically over the last five years. This change has emerged in tandem with a shift from a concentration in the...

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2 min read

New Years Resolution – Get a Continuity Plan

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...

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3 min read

Continuity Planning for Advisors

In these uncertain times, many advisors are assessing their practices and their ability to withstand the impact unexpected events. While a global...

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2 min read

Methods For Valuing a Financial Advisory Practice

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...

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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....

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