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Keyword: Books of business

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FINRA issues new guidance on brokerage business succession planning

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Report Cards show financial advisors headed into the market volatility with a buffer

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Advisors who made more than $1 million jumped to 14.4% from 3.1% last year

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Branch-based advisors with the Big Six enjoyed book and client-roster growth

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Safeguard your business by knowing your client’s PoA and executor

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Sophisticated buyers will know what to look for to determine if it is a compliant business

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Buying a book of business can be an effective way to increase the size of your practice. But getting it right is no simple task

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The decision to make your exit now or wait five years isn't binary. Many variables could affect the outcome of your choice

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The firm has added 13 advisory teams from a year ago while the average book size per advisory team has risen by more than 80% in two years

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The price a buyer is willing to pay for a book of business drops if the selling advisor is not willing to spend the necessary time to transfer the book accordingly