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Navigating the Broker-Dealer Transition

Navigating the Broker-Dealer Transition

When a financial advisor decides it is time to change their broker-dealer, for whatever reason—whether it's for a higher payout, better technology, or a succession opportunity—the biggest question that always looms over this decision is, "How am I going to transition my clients?" This question is often followed by others

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Succession Planning Challenges for Solo Advisors Solved

Succession Planning Challenges for Solo Advisors Solved

Since launching in 2021 Sell My Financial Practice has helped over 50 solo advisors create continuity plans, and implemented 15 Succession plans.

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Quick Tips to Update Your Website

Quick Tips to Update Your Website

When done right a refreshed website renews your brand as a dynamic client ally. Review tips to keep your website fresh. 

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GenXFinancial Launches "Your Firm Journey

GenXFinancial Launches "Your Firm Journey

Owning a business can be the most rewarding experiences of your life, however, the journey can be difficult. We are here to help you launch, grow, and succeed.

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Innovative Financial Group Adds 16 Advisors

Innovative Financial Group Adds 16 Advisors

 Innovative Financial Group® (IFG) the Largest Super-OSJ Affiliated with Osaic Wealth, Inc. continues growth through recruiting and acquisitions

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Succession Planning 2023 Recap

Succession Planning 2023 Recap

Mergers and acquisitions continue to grab the headlines in the wealth management industry, and 2023 was no exception.

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MyRemoteFA® Expands Services & Launches Private Client Division

 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.

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Let's Talk with Brian Heapps: The OSJ Model

In the ever-changing landscape of the OSJ (Office of Supervisory Jurisdiction) model, there are three distinct categories: dead, dying, and thriving. While some argue that the OSJ model is declining, it's important to delve deeper into the discussion. This blog will focus on the thriving OSJs and explore the factors contributing to their success.

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Using a Transition to Grow and Build

You are a financial advisor, and you have decided that it is time to move your business to another firm/broker-dealer.  Transition planning can seem overwhelming at first, and the thought of repressing all your client's accounts might just be enough to put off a move.  However, 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.  Let’s start with the process. Depending on the type of transition you are planning, typically 60-90 days allow you the proper time to plan and implement.

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