Updated Wednesday, April 23, 2014 as of 10:35 AM ET
Blogs - Idea Exchange
Maximizing the Value of Your Practice: Why Advisors Must Think Like Private Equity Investors
Thursday, January 10, 2013
(2) Comments
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 TheMoxieMentor.com
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
Post a Comment
You must be registered to post a comment.
Not Registered?
You must be registered to post a comment. Click here to register.
Already registered? Log in here
Please note you must now log in with your email address and password.
Advisors on the Move: Cambridge Snags $500 Million Team

Current Issue

The April Issue is now online!

Already a subscriber? Log in here