Each Advisor envisions their retirement and legacy plan in their own unique way, just like their clients. Garrett Layell breaks down the seemingly endless list of options Advisors have for succession planning, and how the top Advisors approach this process to create the best outcome for their practice.
If you would like to discuss this process or explore your options, feel free to reach out at 919-561-2436, or email Garrett@theadvisoradvocates.com. You may also use Garrett’s Calendar Link to schedule a call at your convenience.
In this episode, Garrett introduces the Advisor Advocate Search Tool, the anonymous resource allowing Financial Advisors to explore Firms, connect, and communicate to learn...
As more Firms evolve and grow into more comprehensive practices, Advisors have more choices than ever when deciding how to best achieve their professional...
Managing Partner of ICG Next James Costabile & Stephen Kuczynski discuss the challenge facing the financial services industry as it attempts to create succession...
