Financial planning is a young industry. The International Association of Financial Planning—one of the predecessors to the Financial Planning Association—wa

The Authoritative M&A Guide for Financial Advisors Buying, Selling, & Valuing Financial Practices shows you how to complete a sale or acquisition of a financial

A revised and expanded look at how to thrive and prosper in the financial advisory business A new and revised edition of the eye-opening, no-nonsense handbook o

Too many financial advisors simply close shop when they decide to exitthe business—squandering untold goodwill and legacy business. Why waste a great opportun

This book is going to challenge you and everything you think you know about succession planning. For independent advisors, succession planning is quickly becomi