617.209.2224

CLIENT PORTAL

Relentless - The Blog

    Posts about

    Succession Planning

    Preparing for Life After Selling Your Financial Practice

    There are financial advisors who, after years of cultivating a client base and looking to sell their practice, tend to look at the sale as a transaction. It’s easy to fall into thinking that selling is about making the ‘best’ deal or finding a ‘good buyer.’

    Key Elements of Succession Planning: Preparing Your Clients

    Most financial advisors know that they need to have a succession plan in place – whether they...

    7 Ways to Maximize the Valuation of Your Financial Advisory Practice

    One of the ways in which we have been successful in growing Beck Bode is by inviting like-minded...

    Why Financial Advisors Struggle with Succession Planning

    We know from experience in working with business owners that planning for succession is something...