FA Whitepapers

Recent White Papers  | Market and Economic Outlook

November 2019    

Baby Boomer Advisors Can Surf the Succession Tsunami

Whether you or your clients are beginning to think about the succession process, or are years into it, this whitepaper provides a few crucial factors to remember so you don’t get overwhelmed.You will learn about the steps you need to have in place to maximize revenue, profitability and overall appeal to a potential buyer as well as finding the right tools to zero in on those with the highest compatibility.