In this episode, Anthony Whitbeck, CEO of Advisor Legacy describes the drivers that determine practice value and what advisors can do to ensure continuity in their practice. Specifically, Whitbeck describes the three factors that drive practice value up and the three factors that drive practice value down and what advisors can do to ensure that they are able to cash out when their practice value is at its peak. Whitbeck also shares how the majority of financial advisors do not have continuity plans in place and how that can negatively impact the practice and their heirs. Whitbeck shares tips for advisors looking to put a continuity plan in place and the process his firm uses to arrive at a valuation for financial advisory practices. Whitbeck also is providing all listeners with $100 off a practice valuation with code SAVE100.
Key Links
Learn more about Advisor Legacy: https://www.advisorlegacy.com
Redeem code SAVE100 for a practice valuation: https://www.advisorlegacy.com/index.php/valuations
Learn more about Kuttin Consulting Group: https://www.kuttinconsultinggroup.com
Submit yourself as a guest for the podcast: https://www.kuttinconsultinggroup.com/quantum-growth-for-advisors-podcast/
Connect with Jon Kuttin on LinkedIn: https://www.linkedin.com/in/jonkuttin/
Connect with Shennandoah Connor on LinkedIn: https://www.linkedin.com/in/shennandoahconnor