1 min read
Anthony Whitbeck, CFP®, CLU®: June 30, 2025
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
Todd Doherty: June 30, 2025
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
Todd Doherty: June 30, 2025
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...
2 min read
Anthony Whitbeck, CFP®, CLU®: June 30, 2025
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...
2 min read
Nicholas Tucker: June 30, 2025
Clients are the lifeblood of a financial advisory practice. Yet when it comes time to an advisor’s succession, they often forget to include their...
2 min read
Nicholas Tucker: June 30, 2025
A successful practice sale doesn’t end when the buyer signs the purchase agreement. It ends when the entire practice, including all of its clients,...
4 min read
Anthony Whitbeck, CFP®, CLU®: June 30, 2025
In these uncertain times, many advisors are assessing their practices and their ability to withstand the impact unexpected events. While a global...
2 min read
Alan Salomon, CPA/ABV, CVA: June 30, 2025
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...
3 min read
Anthony Whitbeck, CFP®, CLU®: June 30, 2025
A growing trend in the advisor industry is the partial sale of a specific group of clients. The main reason for this trend is that, instead of opting...
