Blog Articles

    Filter by tags
    See all
    Filter by months
    See all

    The Practical Math of Succession

    The math is simple. The longer an advisor can postpone a sale, the more cash is put in his/her pocket. Whether the sale happens today or five years down the road, the sale proceeds will always be there. In the meantime, an advisor can bank additional income. Indeed, an advisor ...

    Read More

    Topics: financial advisor advice, your practice, Organization