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Legacy Choice
Legacy Choice
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Quit Cold Calling

Best Practices to Grow Your Practice Organically

During this session, you will learn strategies to position your practice for organic growth. We will share our best practices around how we help Financial Advisors meet their markets and create scaled and repeatable growth opportunities.

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Tony Whitbeck, CEO

Anthony “Tony” Whitbeck, CFP, CLU, serves as the CEO of Advisor Legacy and as an M&A Coach guiding advisors through the process of buying or selling a practice. A 30+ year veteran of the industry, Tony’s experience, industry knowledge, connections with broker dealers, and track record for successful deals make him a powerhouse ally for financial advisors. Tony is especially adept at deal negotiation and structuring, navigating complex transitions, as well as helping advisors define and craft a compelling vision for their succession.
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Ben Thelen, VP of Service Delivery

Ben works closely with industry partners and our internal experts to develop, deliver, and manage our services and team. By staying in tune with the advisor market, Ben ensures that we are meeting the needs of advisors no matter where they are in their journey.