Succession

Succession Link, A New Listing Service For Advisors Who Want to Sell Firms, Debuts

RIA Consolidator Beacon Pointe Announces Deal With $100 Million AUM RIA And Is Looking For 40 More RIAs

Like Doctors, Advisors Don't Take Their Own Medicine When It Comes To Succession Planning Advice

Creating A Wealth Management Firm That Will Be Highly Valued When You Are Ready To Sell

Succession Planning Service Wins Favor With Cambridge's Top Affiliates

 

Let’s Make This Easy

 

We’re for you if you’re a fiduciary who:

--  relies on economic fundamentals

--  broadly diversifies a core of portfolios in low-expense funds and ETFs

--  strategically invests based on MPT

--  offers tax and financial planning advice

--  values thought leadership when bad news breaks 

--  likes the work of Fritz Meyer, Craig Israelsen, Bob Keebler or Andy Gluck

 

A4A courses accredited by the CFP Board, IWI, and NASBA power a special brand of independent financial advice. We also leverage the Web to benefit of consumers as well as fiduciaries enrolled in our classes.

 

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