Succession plans are a stressful thing to plan out because it is your hard work that you are passing off to someone else. At advisorRETIRE™, we work with you to create a succession plan before you ever have to pass off your book. If you are getting ready to start your succession planning, then there…(Read More)
Selling your business as a part of your succession planning process is an incredible emotional undertaking. For many independent financial advisors, their business is like another child that they’ve nurtured and cared for as it’s moved through growing pains and become something they can be proud of today. But now it’s time…(Read More)
One of the biggest hurdles that will need to be jumped over in a financial advisor’s succession plan is finding the ideal buyer. For most financial advisors, the right buyer isn’t likely going to just appear on your doorstep when you are ready to sell. You’ll need to actively look for the…(Read More)
Many financial advisors assume that as they approach their retirement years, their business will naturally start to see a decrease in numbers. This isn’t actually “natural” but it could be the by-product of simply not wanting to put in the effort to continue growing the business or deciding it’s not worth it…(Read More)
It doesn’t matter if retirement is five years away, ten years away, or even twenty years away or more. As a financial advisor, you know the importance of planning your retirement as early as possible. This allows you to make better financial plans, adjust for market changes, and get the results that you want…(Read More)
One of the things we’ve discussed before on this blog is the importance of transitioning your clients smoothly to a new advisor. Not only is this a great thing for an up-and-coming advisor, it is the best thing for your clients, too. They will know that their money is in good hands…(Read More)
Creating a financial advisor succession plan is more than just making a bulleted check list of things you need to get done before you walk out the door for the last time. There are a number of things that will need to happen in order to legally transfer your clients, their portfolios, and your business…(Read More)
As an independent financial advisor nears retirement, one of the biggest questions on their mind is going to be how much their firm is worth. Selling it for the right price can be the difference between their dream retirement and one that’s filled with anxiety about money. Unfortunately, many financial advisors make mistakes towards…(Read More)
When it comes to selling a financial advisement firm, many financial advisors think they can do the job themselves. After all, they’ve made a career out of giving people advice on this very topic. But when it comes to your own business, selling it yourself might not be the smartest move. It can be…(Read More)
Are you a financial advisor ready for retirement? Take our quiz to find out if you have the right plans put in place. Question 1: If you retired today, would your existing employees stay with your company? The right succession plan doesn’t only consider the needs of your clients, but the needs of your…(Read More)
WE DO DOCUMENT PREPARATION
Our documents allow for a customizable program designed only for you.
SEAMLESS INTEGRATION OF CLIENTS
We apply our proprietary service meeting processes to ensure a smooth client transition.
WE DO DOCUMENT PREPARATION
Our repapering services allow for you to continue business as usual.
SEAMLESS INTEGRATION OF CLIENTS
We apply our proprietary service meeting processes to ensure a smooth client transition.
