A Guide to Facing Ownership Challenges Head On

Today’s independent financial advisors face an endless array of opportunities (and challenges). The key is to identify impediments before they arise and to develop strategies for tackling the issues that present the greatest opportunities for improvement and growth.

There are four main areas of opportunity essential to the success of your business:

Mergers & Acquisitions • Talent Retention • Growth & Profitability • Succession Planning

Our new ebook, Wealth Management Foundations for intentional growth, directly addresses ownership opportunities and provides actionable guidance for seizing them. It explores common concerns including:

  • Is my business growing fast enough?
  • How can I become a more successful buyer?
  • How do I make my business more profitable?
  • How do I competitively compensate my team?
  • Where do I find new talent?
  • Where do my successors secure funding to buy-in to the business?
  • How do I build a business that will outlast my career?

Download Wealth Management Foundations for intentional growth to learn how to roll out your own strategic growth plan.