Maximizing the Value of Your Practice: Why Advisors Must Think Like Private Equity Investors

As the wealth management industry continues to evolve, financial advisors have a broader range of choices than ever before in determining the structure and growth trajectory of their own practices. Competition for successful advisors with strong books of business among the wirehouses remains fierce, while opportunities for ownership in that world remain elusive. For advisors seeking to go independent, ownership is close at hand but it rarely includes a big payday on the front end, aka “The Check.”

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