Succession Strategies
Financial Advisor Succession Planning
Every owner of a financial advisory practice should participate in financial advisor succession planning well before they’re ready to actually exit (or retire from) his or her practice. It goes without saying that your years of hard work and exemplary service to clients make you an invaluable part of the ongoing success of your practice. … Continue reading “Financial Advisor Succession Planning”
Challenges With Buying Or Selling A Financial Services Company
The challenges facing a financial services company in the marketplace today sometimes seem unending. Increased competition and regulatory burdens, as well as employee turnover, new client development and existing client retention are all part of the on-going issues of running a successful financial services company in this day and age. The end result is that … Continue reading “Challenges With Buying Or Selling A Financial Services Company”
Leverage the Platform
Use the Marketplace and other relevant services to reach your objective.
