Financial Industry Resources

According to the Investments & Wealth Institute 2021 Investor Report, a sizeable 82% of wealth management clients surveyed indicate that the pandemic has impacted what they feel is important or how they view the future. This shift in mindset is coinciding (or perhaps driving) growing dissatisfaction with financial advisors — particularly among ultra-high-net-worth clients.

At some point in time, many financial advisory business owners will find themselves at a crossroads. Whether it is looking for ways to grow their businesses, feeling overwhelmed by the day-to-day tasks that may distract them from client-servicing or are thinking about succession planning, take a deeper look into the emotional aspects of selling your advisory business.