AdvisorsUNITE is the industry-leading advisor network, where you can find great information on Acquisitions, Succession Planning and Innovation in the Financial Planning industry. In our blog, Alex Chalekian and his Team share top practice management tips, give expert advice on how to navigate the changes in the financial world, as well as discuss their experience on acquiring, selling or merging a practice and how to avoid the many pitfalls.
Here’s 3 Reasons Why You’ll Want to Subscribe:
- Master Strategies for a Successful Acquisition and Transition of New Clients
- Learn How to Best Use Innovation and Technology to Streamline an Advisor’s Practice
- Gain Succession Planning Techniques to Help Advisors Get a Higher Valuation on Their Current Business
As the financial industry migrates en masse towards new collaboration platforms like Microsoft Teams and Slack, it’s essential that firms take proactive steps to expand their supervisory programs to mitigate regulatory risk.
Download the Financial Advisor’s Guide to Compliant IM and Collaboration to learn the key steps to getting ahead – and staying ahead – of today’s evolving instant message and collaboration technologies.
As you put together your own unique plan, here are six best practices to consider as you create an effective and practical continuity plan.
For over 19 years, Alex has been dedicated to assisting his clients in working towards their financial goals. He has served as a financial consultant to many successful professionals, business owners, and retirees. In this interview, Alex shares his views on the future for financial advisors depending on whether they take advantage of using robo-advisors; …