Rather than viewing this effort as required drudgery, envision it as a prelude to transformational innovation.
The ongoing crisis offers the perfect time to focus on self-development and professional development.
Firms that lend from their own balance sheets to support advisor M&As have a greater incentive to identify the best matches between sellers and buyers.
A similar investment philosophy, culture and geography are key to getting a deal done.
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Oct 29, 2020
Action steps to consider when selling your practice
Keeping the right talent is critical to preserving the stability of the family’s wealth.
Ashby Daniels discusses how he navigated the noncompete and nonsolicit agreement he had with the broker/dealer he left to eventually win back at least a subset of his prior clients.
Why the fusion jazz legend is a model for every successful financial advisory firm.
There was once a time when investors were only interested in those already independent. But wirehouse advisors are finding these same capital sources may have an interest in funding their move.
NAPFA’s diversity and inclusion steering committee created a guide for advisors eager to hire diverse talent.
