Practice valuations are at records levels driven by strong market conditions and significant buyer demand. It should be assumed that when an advisor wants to retire, they will get a great value, great payment terms, and have numerous successors to choose from.
Yet most advisors get a fraction of what they are worth, and never fully evaluate their potential pool of successors.
This 20-minute session will tackle THE ONE THING your broker-dealer and custodian(s) is doing that is inadvertently killing your value and how to avoid the issue!
Fill out the form to register watch this webinar on demand.