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Advisor Legacy Insights

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

Successions and Continuity

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

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

How Expenses Can Impact the Sale of Your Financial Advisory Practice

Many factors impact the sale of a financial advisor practice. Valuations influence the market value and ultimate sale price. The pool of ready buyers...

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5 min read

Who Should You Sell Your Practice To?

When selling a practice, financial advisors have more options than ever before. Advisors can sell in different stages, or all at once, and have an...

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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

The Key Types of Financial Advisor Practice Sales

When it comes to selling a practice, advisors have many options available to them. Since most advisors are new to the selling game, the options can...

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