According to Fidelity’s 2015 market study the majority of financial advisors don’t have a clear succession plan in place. As a financial advisory book of business broker I have narrowed down the important things what every financial advisor over the age of 55 needs to know about selling their book. Melissa Shin of Advisor’s Edge…
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How to Retire as a MFDA Financial Advisor and Make More Money First published in Business Edge Magazine on June 19, 2020; by Miklos A. Nagy Starting in the early 1990s the financial advisory business began to snowball, fueled with the savings of baby boomers and an explosion of new financial products. Advisors entering the career back then have…
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