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Posts by Scott Leak, CFP®, CEPA®

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Is Your Advisory Business Near Peak Value? How to Know When to Sell

Posted on June 9, 2026

Is Your Advisory Business Near Peak Value? How to Know When to Sell

By Scott Leak 

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Selling Your Practice, Business Value, Buying & Selling, valuation
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Focus Your Attention on Your Intention

Posted on October 17, 2024

Focus Your Attention on Your Intention

In the world of golf, even the best players seek coaching to refine their skills and elevate their game. Similarly, Scott Leak, CFP®, CEPA®, emphasizes the importance of coaching for financial advisors aiming to enhance their business...

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