In the midst of enormous change, many elite advisers find themselves at a crossroads, trying to determine the next stage for themselves, their teams and their clients. Often the path to independence is among the options considered. You’ve spent decades building and nurturing your practice. It’s not just a business — it’s truly a part of you.
Wouldn’t it be helpful to know what your practice is worth and understand the options available should you decide to monetize all or a portion of it one day?
Register or login for access to this item and much more
All Financial Planning content is archived after seven days.
Community members receive:
- All recent and archived articles
- Conference offers and updates
- A full menu of enewsletter options
- Web seminars, white papers, ebooks
Already have an account? Log In
Don't have an account? Register for Free Unlimited Access