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...
4 min read
You spend decades building your practice. During that time, you cultivate and nurture strong relationships with your clients and your staff. With so...
3 min read
Over the last five years, the demand for practice acquisitions has skyrocketed. This increase in demand is fueled by greater access to capital, a...
1 min read
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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Over the past several years, advisors have seen the value of their practice steadily grow. As a result, many retiring advisors have enjoyed premiums...
2 min read
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...
3 min read
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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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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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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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...
2 min read
Aggressive recruiting efforts among Broker Dealers has led to a surge of advisors shifting platforms in search of better payouts and opportunities....