Resources

11 June - 2020

Resources

Tools and practice management resources to help you grow, manage, protect, and transition your financial advisory practice.

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11 June - 2020

Home

Introduction to Practice PerspectiveGrowth, Partnership @ Succession Insights for Successful Financial AdvisorsYou@ve built a successful wealth management practice. You deliver an exceptional client e...

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Why Recurring Revenue Makes Your Practice More Valuable

18 June - 2020

Why Recurring Revenue Makes Your Practice More Valuable

Valuing your RIA (or any business for that matter) is a nuanced exercise that requires an understanding of many aspects of the business being evaluated.

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In Theory versus In Practice
In Theory versus In Practice

When people go through the process of selling their practice, they often find that the “conventional wisdom” they believed to be true doesn’t match reality.

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The Ins And Outs Of Outsourcing Your Investment Management
The Ins And Outs Of Outsourcing Your Investment Management

Some advisors outsource so they can provide better investment solutions to their clients.

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Getting to Yes—How to Agree on a Purchase Price

13 June - 2020

Getting to Yes—How to Agree on a Purchase Price

Though buyers and sellers can usually agree on most of the factors critical to determining the appropriate valuation of a firm…they still may have differing perspectives on what a fair valuatio...

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Dos and Don’ts of M&A Checklist
Dos and Don’ts of M&A Checklist

A list of dos and don'ts when it comes to mergers and acquisitions.

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