Acquisition Loans
A Guide for Financial Advisors
The financial advisor industry is facing what many are calling a "succession cliff." The majority of advisors are over the age of 65, which will lead to a wave of advisors selling and retiring.
The NextGen Guide
A Guide for Nextgen Advisors and Founders
Transitioning from a support staff or Junior Advisor role to that of owner and leader requires a significant mindset shift, as well as a new set of skills to be effective.
Improving Cash Flow
In Your Financial Advisor Practice
Cash flow is simply a function of revenue in and expenses out. As long as incoming stays greater than outgoing, the firm will enjoy positive cash flow.
Leadership Cliff
The Succession Crisis Facing The Financial Advisor Industry
The financial advisor industry is aging. Despite efforts to recruit, FINRA statistics show that for every new advisor brought into the industry an advisor leaves the industry.