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 15-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 below to register and join us live to learn more!