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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.
Charles and Nancy Reinhold talk about how their Firm challenges convention to bring cutting edge investment strategies to Advisors and clients. CPR Investments Website ...
Independent no longer means alone for Financial Advisors who want to own their book of business. In the second episode of the three-part series,...
Justin Reinhold discusses the importance of technology in an Advisors practice and how CPR invests in the commitment to stay ahead of the technological...