/
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.
Learn from Founder Ed Meek and Partner Advisor James Alexander how Edge Financial Advisors brings together a team of like-minded Advisors to deliver the...
Nick Costa of Soaring Towers explains how his company helps financial Firms offload their tech needs at a very scalable cost. Learn More Talk...
Ed Meek of Edge Financial Advisors discusses his experiences from expanding his marketing practices. How does starting a podcast help to grow an Advisors...