The Future of Financial Advisory Firms
Here are the four pillars that stood out to our team as essential to supporting and accelerating high-performance wealth management firm growth. These pillars represent the trends, strategies, and opportunities that will influence independent financial advisors’ success in not only meeting but surpassing their annual growth goals.
2024 Advisor M&A Review Thank You
Watch the Replay Seller Resources For Advisors Seeking AcquisitionsPractice Acquisition Checklist → For Growth-Minded AdvisorsGuide to Increase the Value of Your Business → Buyer Resources For Advisors Preparing to Sell or Transition5 Things To Do Before You Sell Your Business →
The Psychology of Dealmaking
Watch the Replay Seller Resources For Advisors Preparing to SellSeller Readiness Guide → For Our Latest M&A Update2024 Advisor Mid-Year M&A Update → Buyer Resources For Advisors Seeking to AcquirePractice Acquisition Checklist → Grab A Valuation We offer a variety of solutions and turnaround times to fit your needs. Join myCompass Our membership club grants you inside tips and opportunities to grow. Review our Seller Services We’re here to ensure you secure the best buyer, price and terms.
Three Major RIA Growth Mistakes to Avoid
For most advisors and RIAs who own their firms, growth is the ultimate goal, whether through organic strategies, M&A activity, or some combination thereof – and for good reason. Without growth, firms run the risk of losing clients they can’t replace, missing the chance to capitalize on massive opportunities like the great wealth transfer, and falling too far behind competitors to catch up. But with a few adjustments to right-size common mistakes, advisors can capture growth opportunities and set their firms up for future success, whether that means selling the business or passing it down to the next generation within the firm.
2024 Advisor Mid-Year M&A Update
Watch the Replay Related Resources For Advisors Seeking AcquisitionsPractice Acquisition Checklist → For Advisors Ready to Enter the MarketplaceOur 2024 Mid-Year M&A Infographic Report → For Growth-Minded AdvisorsGuide to Increase the Value of Your Business → For Advisors Preparing to Sell or Transition5 Things To Do Before You Sell Your Business → Grab A Valuation We offer a variety of solutions and turnaround times to fit your needs. Join myCompass Our membership club grants you inside tips and opportunities to grow. Review our Seller Services We’re here to ensure you secure the best buyer, price and terms.
Increasing Value Through Excellent Customer Experience
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