The emergence of so-called “robo-advisors” – online platforms that provide investors with analytical tools for creating their own financial plans and investment portfolios – has been creating a ripple of concern within the...

Most financial advisors don’t think big enough

Nearly a third of advisors plan to buy another practice in the next one to five years

In our studies of the industry’s elite, we see a variety of techniques for pipeline management.  Some advisors stick with yellow notepads, others create spreadsheets and others customize sophisticated CRM systems.  Our conclusion...

Go from the 'eat what you kill' mentality to building a business that generates lifelong income

One of the most difficult aspects of any financial practice sale is reaching an appropriate valuation. Often, buyers and sellers go into negotiations with values in mind. However, the case for a specific value is always stronger if that value is...