Many financial advisors who are getting ready for retirement plan on selling their client book and/or their financial advising business as a whole. Fortunately, it’s a seller’s market in the financial advising industry at the moment. Up-and-coming financial advisors are eager to purchase all or part of your book of…(Read More)
One of the things many financial advisors cite as a hurdle in their succession planning is finding the right person to take over for them. Whether they want to take someone on with the intent of selling them their book someday or they can’t find an established financial advisor who is going to be…(Read More)
There are a lot of advantages to being an independent financial advisor. You get to pick and choose your clients. You are completely in charge of how you run your business. You can set your hours (although 24/7 hours aren’t unheard of for most financial advisors!). And you get to decide when it…(Read More)
Sometimes it’s hard to think about your own retirement when you are helping so many of your clients plan for their own. It’s one of the dangerous traps that many independent financial advisors fall into during their later years of practice. Unfortunately, avoiding your retirement plans can have a negative impact on your…(Read More)
When it comes to planning their retirement, many financial advisors choose to sell their business and turn their book of clients over to another advisor. Within this scenario, there are numerous exit strategies you can use in order to end your involvement with your clients and start enjoying your retirement years. We’re going to…(Read More)
How many of the financial advisors that you know are planning on retiring in the next five or ten years? Chances are you know at least one, and it might even be you. According to research firm Cerulli Associates, Inc., more than 18,000 financial advisors will be leaving the industry in the next five…(Read More)
Planning for retirement isn’t really an easy task for anyone, no matter what business they might be in. As a financial advisor, you know that better than anyone. You’ve probably spent your career helping others plan for their retirement while only dimly considering your own. Now that it’s approaching, you probably have…(Read More)
Financial advisors face a number of unique obstacles when it comes to planning their retirement. Handing over their clients’ portfolios to someone new is much easier said than done; they’ve built a relationship with their clients that need to be honored and their clients are relying on the financial advisor to help them realize…(Read More)
A successful succession planning process doesn’t happen overnight. In fact, a healthy retirement timeline for a financial advisor should take years of strategic planning and execution. This not only gives you enough time to carefully extract yourself from your business and your clients’ portfolios, it also gives your clients a chance to acclimate to…(Read More)
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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.
