BUYING A PRACTICE
We have many years of experience in consulting advisors on purchasing other advisors’ books of business and know there is a lot of information to consider. Here are just a few questions that should be considered:
Our Business Consultants have backgrounds and training on advisors purchasing other advisors’ books or practices. They are individually there for you to assist you with the following:
Cetera and Summit have realized the importance of this value-add to our advisors and as a result have formed a partnership with Truelytics.
Truelytics’ Advisor Management Platform is the first end-to-end data driven platform to help wealth management enterprises recruit, grow, and retain businesses while reducing time and costs related to transitions.