NEWS: Daily AI use among financial advisors doubles, yet confidence gaps persist: Horsesmouth survey
No credit card, no obligation Financial Professionals only
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Whether you’re looking to sell your practice soon or that’s still many years off, you need to start taking the steps now to make your firm most attractive for buyers.
Your business-owning clients have worked long and hard to grow their businesses. Help them exit in a position of strength and get the value they deserve.
If clients expect to be selling a business when they near retirement, encourage them now—well before trying to find a buyer—to assess and address the potential weaknesses that the buyer might call out. It could mean a significantly better selling price.
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AI Marketing for Advisors
Begins October 23, 2025
Savvy Tax Planning School for Financial Advisors
With Debra Taylor, CPA/PFS, JD, CDFA
Begins October 21, 2025