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.
Managing Partner James Costabile & Ira Krulik discuss the collaborative approach taken by ICG Next to create a more efficient workflow for Independent Financial...
In this episode of Advisor Advocates, Garrett Layell and James Costabile of ICG Next are joined by Deb Pica, ICG’s Client Concierge, to discuss...
One of the best kept secrets in the financial services industry is the Tuck-In model. One of the best descriptions I’ve ever heard for...
