Instead of building one-generational, single-owner books, the focus is shifting as founding owners and next-generation advisors learn to depend on each other for sustained success.
More and more, the goal is to build strong, sustainable enterprises that help each generation contribute to the ongoing business and serve the next generation of clients. This ensures that each retiring generation of advisors realizes full value for the work they’ve done, and enables the succeeding generation to build on top of an existing, successful foundation rather than starting from scratch.
In this white paper Transforming Your Practice into a Business, you'll learn about the foundational elements required to build an enduring and valuable business, including:
Transforming a practice into a business is about building something more valuable, something that will last, something capable of serving your current clients, and their children and grandchildren for years to come.
Equally as important, it's about building something that will allow you to achieve your own goals, and to build legacy that will work for you, your family, and your key staff members.
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