Success with Succession (ePub)

Name: Success with Succession
Brand: Lioncrest Publishing
SKU: 152711102
Price: 8.90 CHF
Availability: OnlineOnly

How to Sell Your Asset Management and Financial Advice Practice (Sprache: Englisch)

Autor: Paul Franco

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You've spent your career preparing clients for retirement, but are you prepared for your own?

The strategies that could make or break you when selling your practice as a financial advisor are easy to overlook. From succession planning...

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You've spent your career preparing clients for retirement, but are you prepared for your own?

The strategies that could make or break you when selling your practice as a financial advisor are easy to overlook. From succession planning and exit strategies to valuation drivers and payout plans, your options are nearly endless-don't leave the most lucrative one on the table.

In Success with Succession, financial advisor and practice acquisition expert Paul Daniel Franco presents key considerations, common misconceptions, and insightful strategies that can help you reap rewards from years of hard work. Whether you are approaching retirement or have years to go, are a sole practitioner or work with a firm, you'll learn how to secure your legacy, protect your assets, and choose a strategy to maximize returns. It's your turn to plan now. Success with Succession is the template every financial advisor needs to safeguard their work, their wealth, and their future.

Autoren-Porträt von Paul Franco

Paul Franco is a Certified Financial Planner(TM)¿¿¿, Chartered Financial Consultant®¿¿, Behavioral Financial Advisor, and founder of Life Well Lived Financial Group, an independent wealth management firm. A thirty-year veteran of the financial advising industry, Paul operates three locations in Colorado, where he enjoys skiing, hiking, running, fishing, and traveling.

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Autor: Paul Franco
2024, 1. Auflage, 156 Seiten, Englisch
Verlag: Lioncrest Publishing
ISBN-10: 1544545010
ISBN-13: 9781544545011
Erscheinungsdatum: 06.02.2024

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Dateiformat: ePub
Grösse: 1.38 MB
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Sprache:

Englisch

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