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Advisor Legacy Insights

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

Practice Development (3)

1 min read

Generate 7 Times More Netflows Per Client

A number of recent reports show that advisors who deliver comprehensive financial plans receive up to seven times more netflows per household group....

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3 min read

Despite Market Volatility, Practice Values Increasing at Highest Rate in History

Recently, a number of experts that specialize in RIA M&A have claimed that practice values are reaching their peak and will soon feel the effects of...

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2 min read

Burnout driving advisors out of the industry

Client demands and the stress of managing change leading advisors to sell their practice early. Why it matters: Instead of selling on their own...

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2 min read

Lack Of Multigenerational Planning Negatively Impacts Practice Value

As the industry speeds toward the Great Wealth Transfer, many financial advisory practices will see a rapid decline in AUM, with revenue and practice...

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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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2 min read

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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2 min read

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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