Business Transitions for Financial Advisors
Advisor Focused
Advisor Guided
Real World Experience
Advisors exploring a business transition often don’t know what they don’t know. Our experience from all sides of the industry will give you the confidence to fill in the gaps and make a more informed decision with greater odds of the best outcome.
About Our Compensation Analyzer Tool:
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Data in our compensation tool is comprised from information we have from real Firms and the knowledge we have on their compensation structure. They are not intended to reflect industry averages, rather the actual opportunities available to the best of our knowledge.
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We attempt to incorporate all information into the tool to demonstrate to the Advisor what the "True Net Payout" to them would be in each scenario. While each opportunity is unique and may be negotiable, we include as many factors as possible to reflect the most accurate information.
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This tool is free to use to help Advisors learn more about the market for their business. If you would like to learn more about specific opportunities and discuss the best fit for your practice, we would love to have a one-on-one conversation to help you further narrow your search.
Advisor Advocates Podcast
Insights on the Financial Services industry from former Financial Advisor and CFP Garrett Layell. Learn more about what’s going on in the industry and how to fine tune your practice to maximize the enterprise value and growth potential of your practice.
Advisor Resource Center
Learn. Explore. Compare.
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From changing Firms, buying or selling a practice, or growing through a merger, learn more about the key issues to drive your decision-making process to ensure the best transition possible.
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Learn about the variety of Firms in the industry and what they offer Advisors seeking to grow their businesses and in their careers.
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What is really out there and how much should you be earning as an Advisor in your role or at your career stage?
