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
Financial services is usually a step or two slower than other industries when it comes to change. We know this.
Earlier this month, Vanguard released their Assessing the Value of Advice paper and it had a lot of great information. The report analyzed the impact of financial advice among more than 100,000 participants.
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.