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