A whopping 71% of all financial advisors today say
that growing their businesses – in particular, adding
new clients – is a top priority. To be successful,
it will be necessary to
Do you want to acquire practices and inherit
advisors? If so, you are in good company: 34% of
your peers are combing the horizon for practices to buy
Extending the life of the
practice with a new generation will occupy financial
advisory businesses for the next 7-10 years,
as founding advisors begin
succession planning in earnest and seek to hire
associate advisors with
Demand for next generation financial advisors has
never been higher, but supply is limited. Excellent
financial preparatory programs are in place in some of
the country’s best colleges and universities. Luckily,
young people
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