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Whether you plan to slip out the back, hop on the bus, or drop off the key, there are lots of options for retiring. Check out whether these exit strategies from financial advisors across the country sound good to you. And use the feedback box to share your plan with us.
A little planning on your part will not only raise the valuation of your practice in the long term but also make it easier to run on a day-to-day basis—and more profitable, too.
Buying a departing advisor's book of business is one of the most efficient ways to grow your own practice—provided you find the right match. Here are stories from several financial advisors who have purchased practices, and their advice for making the most of it.
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Savvy Tax Planning School for Financial Advisors
With Debra Taylor, CPA/PFS, JD, CDFA
Begins January 23, 2025
Social Security and Medicare Workshop
With Elaine Floyd, CFP®
December 9-12, 2024
The Discovery Meeting Workshop: Transform Your Discovery Process
February 10-11, 2025