The Authoritative M&A Guide for Financial Advisors Buying, Selling, & Valuing Financial Practices shows you how to complete a sale or acquisition of a financial

Financial planning is a young industry. The International Association of Financial Planning—one of the predecessors to the Financial Planning Association—wa

This book is going to challenge you and everything you think you know about succession planning. For independent advisors, succession planning is quickly becomi

A revised and expanded look at how to thrive and prosper in the financial advisory business A new and revised edition of the eye-opening, no-nonsense handbook o

The Authoritative M&A Guide for Financial Advisors Buying, Selling, & Valuing Financial Practices shows you how to complete a sale or acquisition of a financial