/
RSS Feed
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.
Nick Costa of Soaring Towers explains how his company helps financial Firms offload their tech needs at a very scalable cost. Learn More Talk...
Robert Russo discusses how his team at Independent Advisor Alliance helps Advisors execute their visions by building solutions around the needs of the Advisor...
How big does an Advisor's business have to be to survive as an Independent? Even 10 years ago, the answers to this question were...