The sad part of the financial advisor industry in 2021 is that many advisors are practically getting their practices STOLEN from them right under their feet. Broker-dealers are also paying unprecedented amounts of money to have you move you away from your current Broker-Dealer. The amount of wealth educated financial advisors can get for their business now is HIGHER than we’ve ever seen before, whether you want to SELL OUT of the business or STAY in the business.

WHY? AND WHY ISN’T YOUR B/D TELLING YOU ABOUT THIS?

• Interest Rates Are At An ALL TIME LOW. You know this. But it means the leverage companies have is greater than ever before. Money must chase something.
• Liquidity Is At An ALL-TIME HIGH. You know this. It means capital is sitting there earning nothing and that doesn’t help the bottom line.
• BUYING is EASIER than BUILDING. You know this. Organic client acquisition for new advisors is at an all-time low. This means that aggregation and acquisition by companies are at an all-time high.
• The markets are high. Don’t you tell clients that the KEY to making money is to buy low and SELL HIGH (or MOVE) when things are HIGH?

IS IT TIME TO SELL, TUCK, OR MOVE YOUR BUSINESS?

Think about it. Companies are going public for record numbers today via a SPAC…Why? Companies have gone IPO and have been valued for billions of dollars when they haven’t made a nickel of profit…Why? Businesses are being aggregated at record valuations in almost every industry right now…Why? Your broker-dealer won’t tell you because they want to SELL their business for big money, not yours. They want to pay brokers to MOVE to their broker-dealer, not pay you to stay.

REMEMBER:

• Money always has to chase something --- it’s doing it right now.
• Liquidity in the marketplace is at an all-time high --- it won’t last forever.
• Banks are paying absolutely nothing --- cash is sitting idle.

The fact is that this could be the most opportunistic time in your life to look at selling or moving your financial planning, advising, or wealth management practice. And, if you aren’t that big in terms of AUM, don’t worry about it because aggregation has never been bigger if you know where to find it right now.

THE QUESTION IS, "DO YOU HAVE A PERSONAL JERRY MCGUIRE?"

We would like to invite you to a special no-nonsense webinar:

‘How To Maximize The Value Of Your Practice (OR) The 5 Secrets Your Broker-Dealer Won’t Tell You’

This webinar will be hosted by one of the top recruiting firms in the country, one of the top 10 advisors in the country, and one of the leaders in wealth management mergers and acquisitions. It’s star-studded and packed full of information.

In this webinar, you’ll learn:

• How to maximize a transition package if you move your book to another firm
• The five secrets your broker-dealer won’t tell you and why they won’t tell you
• How a 500,000 producer can sell for 10x cash flow or more
• The option for selling your practice including you selling only part of your business, staying in the practice forever, and how to take care of your family
• Why you never want to sell to another financial advisor (and why you don’t want to worry about them taking a loan to finance the practice)
• And much, much, more

There’s no better time to set aside an hour of your time to potentially put millions of dollars in your pocket. Isn’t time you asked the question, “SHOW ME THE MONEY!” and find out how to maximize what you have built with your hard work and sweat.

REGISTER NOW!