Practice Sale Multiples
📅 March 19, 2026 at 1:00 PM
The explosion of interest in acquisitions over the past several years has generated tremendous growth – and speculation. In this webinar we will separate fact from fiction around multiples and help buyers and sellers set realistic expectations for deals.
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An Introduction to Coaching Programs with Advisor Legacy
📅 March 26, 2026 at 1:00 PM
Join us for a session to learn about the 4 coaching services offered by Advisor Legacy (Executive Coaching, Operations Coaching, Advisor Growth Coaching, and Support Team Coaching).
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Exit Strategies for Financial Advisors
📅 April 16, 2026 at 1:00 PM
This presentation outlines a practical framework for evaluating three primary transition paths—Internal/NextGen succession, External sale (closed deal), and Open market or limited open market transactions—and provides guidance on selecting the approach that best aligns with an advisor’s objectives.
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Simple Succession Planning for Financial Advisors - Creating Your Three-Page Succession Plan
📅 May 21, 2026 at 1:00 PM
For many financial advisors, succession planning feels overwhelming. Complex legal structures, valuation models, buy-sell agreements, and emotional considerations often cause advisors to delay planning altogether.
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Practice Valuation | Methods & Trends
📅 June 18, 2026 at 1:00 PM
This presentation provides a concise overview of how professional practices are valued and the key trends shaping today’s marketplace. It highlights the primary valuation methodologies, important financial and operational metrics, and the market forces influencing valuation multiples and transaction activity.
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An Introduction to Coaching Programs with Advisor Legacy(Coaching #2)
📅 June 25, 2026 at 1:00 PM
Join us for a session to learn about the 4 coaching services offered by Advisor Legacy (Executive Coaching, Operations Coaching, Advisor Growth Coaching, and Support Team Coaching).
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Protect Your Practice with a Continuity Plan
📅 March 5, 2026 at 1:00 PM
It is estimated that 70% of financial advisors don't have a formal continuity plan to protect the value of their practice in the event of death or disability. Yet, the value of their practice is likely one of their largest assets.
Watch Recording
Business Valuations for Financial Advisors
📅 February 5, 2026 at 1:00 PM
Your financial advisory practice is likely your largest asset. Understanding what influences practice value and what you can do to manage, grow, and protect you value is critical to ensuring your financial future.
Watch Recording
Sell and Stay
📅 January 22, 2026 at 1:00 PM
Nearly half of advisors will retire over the next 5+ years – which will saturate the market and drive down prices. Advisors can cash in on their equity ahead of this trend – without having to retire from the work they love to do.
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Knowing Your Numbers
📅 October 28, 2025 at 1:00 PM
During this session, we will share our process for developing a scorecard that focuses on leading activities and how you should think differently about annual goals going into the new year.
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Capacity killers
📅 September 25, 2025 at 1:00 PM
During this session, you'll gain tips to creating a work week that you can get excited about. We will share strategies that we provide to our practices that allow them more time for profitable activities and mitigate the impact of distractions in your day. There will be a Q&A session following the presentation.
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Stop Cold Calling
📅 September 4, 2025 at 1:00 PM
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. A live Q&A session will follow.
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Time to Sell
📅 February 19, 2026 at 1:00 PM
In this webinar we will discuss the reasons why many advisors wait too long to retire or sell their practice. We also cover why the current conditions make now a great time to consider selling, why many practices will reach peak value in the next 1-3 years, and strategies to consider when planning to sell. A Q&A session will follow.
Watch Recording