There are 4 general types of revenue: Transactional Revenue, Asset Trails, Asset Management Fees, and Planning Fees
Innovative Financial Group® (IFG) the Largest Super-OSJ Affiliated with Osaic Wealth, Inc. continues growth through recruiting and acquisitions
Let's Talk about the 3 categories of the OSJ model: Dead, Dying, or Thriving
Since launching in 2021 Sell My Financial Practice has helped over 50 solo advisors create continuity plans, and implemented 15 Succession plans.
Transition planning doesn’t have to be painful or negative, but rather another opportunity to engage with your clients, tell your story, and grow your business.
MyRemoteFA®, a leading provider of remote financial advisory services, announced the expansion of their services and team and the launch of a new Private Client division.