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Clients are increasingly demanding guidance for all of their financial needs. A multidiscipline practice (MDP) enables you to provide complete wealth management solutions, leading to a more valuable practice with higher retention and satisfaction rates. This white paper, produced by Aite Group, identifies the benefits of MDPs to clients and advisors, and explores the unique hurdles that these practices must manage.
Clients are increasingly interested in income guarantees, butshows advisors and may not be prepared to meet that need. This new
You’ve worked hard to build a successful practice, and at some point, you’ll want to sell it. But you need to maximize your practice value now so you can make more money then.
“The Efficient Frontier of Succession: Maximizing Practice Value,” a new white paper published by NFP Advisor Services Group and produced by Aite Group, an independent research firm examines the current position of financial advisors on their paths to succession planning and how they can maximize the value of their greatest asset—their practice—by...