Blog Articles
Team Spotlight: Todd Doherty – Managing Director, Acquisition and Legacy Planning
This blog post is part of a series highlighting Advisor Legacy team members. As Managing Director of our Acquisition and Legacy Planning services, Todd Doherty melds his background ...
Read MoreDon’t Keep Staff In The Dark About Your Succession Plans
Recently we talked about how important it is to communicate succession plans to clients before and during your actual transition. So often, advisors overlook the importance o...
Read MoreTeam Spotlight: Vicki Walton – Operations Manager, Acquisition and Legacy Planning
This blog post is part of a series highlighting Advisor Legacy team members. Any business is only as good as its ability to deliver on its promises. Vicki Walton ensures that we do. As...
Read MoreFinding a Successor For Your Financial Advisory Practice
You spend decades building your practice. During that time, you cultivate and nurture strong relationships with your clients and your staff. With so much invested, you want to make sure tha...
Read MoreWhy Do So Many Advisors Not Have A Continuity Plan?
Why Do So Many Advisors Not Have A Continuity Plan?
We’ve heard it all before. The story about the cobbler’s children having no shoes. When it comes to financial ...
Read MoreAdvisor Burnout – Is It Time To Sell?
Advisor Burnout – Is It Time To Sell?
The last several years have taken their toll on everyone. Navigating a pandemic, along with volatile markets, shifting work cultures, an...
Read MoreDespite Market Volatility, Practice Values Increasing At Highest Rate In History
Recently, a number of experts that specialize in RIA M&A have claimed that practice values are reaching their peak and will soon feel the effects of a volatile market and decreased demand f...
Read MoreBiggest Mistakes Advisors Make When Selling Their Practice
Selling a financial advisory practice is a once in a lifetime event, one that can have a tremendous impact on an advisor’s life and family. Yet too many advisors approach this major occasion in th...
Read MoreThings Advisors Need To Consider If They Plan To Sell Their Practice In One to Five Years
Most advisors will only sell a practice once in their lifetime. It’s no wonder then that many advisors are woefully unprepared for that experience. Many also wait until they officially want to sel...
Read MoreThe Five-Year Myth Among Financial Advisors
As with any industry, there are many myths that can falsely influence an advisor’s decision about their career and their practice. We’ve talked before about the myths around practice value that ca...
Read MoreDon’t Leave Your Clients High and Dry During Your Succession
Clients are the lifeblood of a financial advisory practice. Yet when it comes time to an advisor’s succession, they often forget to include their clients in the equation. Finding the right s...
Read MoreAdvisor M&A Trends in 2021
2020 broke many records for advisor M&A. As the pandemic continued to force rapid change and create uncertainty, M&A remained steady and strong throughout 2021. There were many positive ch...
Read MoreWho Should You Sell To?
When selling a practice, financial advisors have more options than ever before. Advisors can sell in different stages, or all at once, and have an array of qualified buyers to choose from. One que...
Read MoreTop 4 Factors for Fit
Learn how to spot a good buyer fit for your - it goes beyond price.
...
Read MoreChoosing Help
Why it's better to work with an independent succession expert instead of your broker-dealer's.
...
Read MoreDecision to Sell
Our advice on how you should think about the difficult decision to sell your practice.
...
Read MoreCommon Mistakes
Before you sell your practice, avoid these common mistakes that sellers make.
...
Read More