How Professional Investment Advice Adds Value
"Price is what you pay. Value is what you get." - Warren Buffett
In this video, I talk about how, as an advisor, you add significantly more value to the lives of your clients.
In his latest blog, John Novachis, EVP at Investment Planning Counsel sheds light on emerging trends catching the attention of Advisors, but are these the right choice when considering your succession plan?
The industry has a $400 billion dollar problem. Here's what we can do to prepare.
In financial advice business valuation, the most understood, predictable and reliable variable is recurring revenues. Understand the factors separating a 3.5x multiplier from a 1.5x.
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