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

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

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