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Advisor Legacy Insights

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

Successions and Continuity (3)

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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1 min read

Don’t Leave Your Clients High and Dry During Your Succession

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...

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2 min read

Committed to the End

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,...

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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

Successful Advisors Are Cashing in and Making More Time for Family and Fun

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...

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1 min read

Why Advisors Delay Selling Their Practice

Stories about mergers and acquisitions are dominating the headlines, paired with an equal number of headlines discussing the vast number of advisors...

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4 min read

Biggest Mistakes Advisors Make When Selling Their Practice

Selling a financial advisory practice is a once in a lifetime event, one that can have a tremendous impact on an advisor’s life and family. Yet too...

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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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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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