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In this episode, Anthony Whitbeck, CEO of Advisor Legacy describes the drivers that determine practice value and what advisors can do to ensure continuity in their practice. Specifically, Whitbeck describes the three factors that drive practice value up and the three factors that drive practice value down and what advisors can do to ensure that they are able to cash out when their practice value is at its peak. Whitbeck also shares how the majority of financial advisors do not have continuity plans in place and how that can negatively impact the practice and their heirs. Whitbeck shares tips for advisors looking to put a continuity plan in place and the process his firm uses to arrive at a valuation for financial advisory practices. Whitbeck also is providing all listeners with $100 off a practice valuation with code SAVE100.
Key Links
Learn more about Advisor Legacy: https://www.advisorlegacy.com
Redeem code SAVE100 for a practice valuation: https://www.advisorlegacy.com/index.php/valuations
Learn more about Kuttin Consulting Group: https://www.kuttinconsultinggroup.com
Submit yourself as a guest for the podcast: https://www.kuttinconsultinggroup.com/quantum-growth-for-advisors-podcast/
Connect with Jon Kuttin on LinkedIn: https://www.linkedin.com/in/jonkuttin/
Connect with Shennandoah Connor on LinkedIn: https://www.linkedin.com/in/shennandoahconnor
Jon Kuttin is a Barron’s Hall of Fame Advisor with 25+ years of experience leading and growing a financial advisory practice. Driven by a mission to build leaders and give back to the financial services industry, Jon launched Kuttin Consulting Group to provide training and consulting services from seasoned practitioners. Jon is skilled at building companies, M&A, leadership, Professional Alliances, Recruiting, and other growth oriented activities. He regular speaks and contributes articles and has been featured in a number of publications including Financial Advisor Magazine. In addition to serving as CEO of Kuttin Consulting Group, Jon serves as a partner in Haydenrock Solutions, a consulting firm helping CPAs build 21st century practices.
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