Maximizing the Value of Your Practice: Why Advisors Must Think Like Private Equity Investors

As the wealth management industry continues to evolve, financial advisors have a broader range of choices than ever before in determining the structure and growth trajectory of their own practices. Competition for successful advisors with strong books of business among the wirehouses remains fierce, while opportunities for ownership in that world remain elusive. For advisors seeking to go independent, ownership is close at hand but it rarely includes a big payday on the front end, aka “The Check.”

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Comments (2)
Rob, such an interesting topic. I sold my 1/3 practice to my two partners and retired 3 years ago after 27 years in the business,15 as an independent advisor. I know what you are speaking about and I too am concerned about the boomers selling their practices for a lot less than they anticipated. I just hope that advisors are listening.
In April I am launching The Moxie Mentor for Female Financial Advisors. I show them how to become more successful in this male dominated industry by adding a little Moxie to their already honed skills.
One of the topics I wanted to cover was scaleable and saleable.
Any stats or articles you can recommend?
Judy Brosky
Posted by Judy B | Saturday, February 23 2013 at 7:27PM ET
good analysy i agree with you judy if this interesting topic takara kabuto road bike
Posted by kim y | Monday, April 22 2013 at 12:54AM ET
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