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 ...
Read More
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.
Read Less
Add this copy of Success with Succession: How to Sell Your Asset to cart. $12.02, new condition, Sold by Ingram Customer Returns Center rated 5.0 out of 5 stars, ships from NV, USA, published 2024 by Lioncrest Publishing.
Add this copy of Success with Succession: How to Sell Your Asset to cart. $13.40, new condition, Sold by GreatBookPrices rated 4.0 out of 5 stars, ships from Columbia, MD, UNITED STATES, published 2024 by Lioncrest Publishing.
Choose your shipping method in Checkout. Costs may vary based on destination.
Seller's Description:
New. Trade paperback (US). Glued binding. 156 p. In Stock. 100% Money Back Guarantee. Brand New, Perfect Condition, allow 4-14 business days for standard shipping. To Alaska, Hawaii, U.S. protectorate, P.O. box, and APO/FPO addresses allow 4-28 business days for Standard shipping. No expedited shipping. All orders placed with expedited shipping will be cancelled. Over 3, 000, 000 happy customers.
Add this copy of Success With Succession: How to Sell Your Asset to cart. $13.41, new condition, Sold by BargainBookStores rated 4.0 out of 5 stars, ships from Grand Rapids, MI, UNITED STATES, published 2024 by Lioncrest Publishing.
Add this copy of Success With Succession: How to Sell Your Asset to cart. $19.99, new condition, Sold by Russell Books rated 4.0 out of 5 stars, ships from Victoria, BC, CANADA, published 2024 by Lioncrest Publishing.
Add this copy of Success with Succession: How to Sell Your Asset to cart. $23.82, new condition, Sold by Ria Christie Books rated 5.0 out of 5 stars, ships from Uxbridge, MIDDLESEX, UNITED KINGDOM, published 2024 by Lioncrest Publishing.
