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Posted by Elise Rogers on October 10, 2022

7 Acquisition Tactics You Can Implement Today

rarely meet a financial advisor who doesn’t immediately mention that they want to buy a practice. It seems to be every advisor’s goal. Of course it is. And in my fifteen years in the industry, I have seen why.

One of the fastest ways for a firm...

Posted by EMS Team on July 26, 2022

How To Build the Best Continuity Plan for You

While continuity plans are required by the U.S. Security and Exchange Commission (SEC), many advisors stop at the bare minimum, leaving their firm open to major disruption, and potentially an eroded value that leaves family or colleagues holding...

Posted by FP Transitions on February 17, 2022

Continuity Partner Matching, a Benefit of EMS™ Professional

Recently, a client told us that since she had implemented a formal continuity plan, her clients have felt more comfortable adding assets to their portfolios now that their tenure with her business is protected. This stability of continuity is an...

Posted by Lisa Cordial and Mike McKennon on March 26, 2020

Continuity Now : Don't Leave Your Business Unprotected

Ongoing developments with COVID-19 have prompted a number of advisors to contact us and make sure their death and disability continuity plans are up to date. It’s worth noting that only about 30% of advisors have any type of formal, written death...

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