Succession Planning for Advisors: Why It Matters More Than Ever
The average advisor is in their mid-50s, and a third will retire within a decade. Succession planning protects clients, preserves value, and secures your legacy.
Equity and Enterprise Value: Building a Practice You Can Sell
Recruiting bonuses fade, but equity lasts. Independent advisors can build enterprise value in their practices — creating a business they can grow and sell.