Success with Succession: How to Sell Your Asset Management and Financial Advice Practice - Couverture souple

Franco, Paul

Couverture souple

ISBN 10 : 1544545029 ISBN 13 : 9781544545028

Editeur : Lioncrest Publishing, 2024

Synopsis

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 to help you reap the rewards of 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.

A propos du livre

À propos de l'auteur

Paul Franco is a Certified Financial Planner(TM)️️️, Chartered Financial Consultant(R)️️, 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.

Détails de l'édition

• Éditeur: Lioncrest Publishing
• Date d'édition: 2024
• Langue: anglais
• ISBN 10: 1544545029
• ISBN 13: 9781544545028
• Reliure: Broché
• Nombre de pages: 156
• Coordonnées du fabricant: Printed by Amazon on behalf of the author; https://www.amazon.fr/hz/contact-us; ; c/o Amazon Media EU S.à.r.l., 38 Avenue John F. Kennedy; Luxembourg; L-1855; Luxembourg