Advisor Legacy Articles

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 as a business owner with his experience in the fin...

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 of communicating their succession plans to staff. M...

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 Operations Manager, Vicki keeps everything runnin...

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 that you find a worthy successor to carry the torch. ...

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 advisors the story is the same. They spend their c...

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, and large-scale cultural changes has forced many adv...

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 for acquisitions. What these experts failed to arti...

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 their career with little care and planning, or with ...