Skip to the main content.

Advisor Legacy Insights

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

Successions and Continuity (4)

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...

Read More

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...

Read More

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...

Read More

2 min read

Why Now is the Time to Sell Your Advisory Practice

For advisors over sixty, delaying the sale of your practice can have significant financial and personal ramifications, especially if you are already...

Read More

2 min read

Don’t Keep Staff In The Dark About Your Succession Plans

Recently we talked about how important it is to communicate succession plans to clients before and during your actual transition. So often, advisors...

Read More

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...

Read More

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...

Read More

2 min read

Can You Afford to Sell Your Advisory Practice

Many financial advisor practice owners nearing retirement wonder when the right time is to exit. Often, they consider their age, the age of their...

Read More

2 min read

Myths About Practice Value That Keeps Advisors From Selling When They Should

In our last post, we explained the many personal reasons advisors use to delay selling. Advisors also cite assumptions about their practice value and...

Read More

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...

Read More