Articles authored by Mike Wieger

The Comprehensive Guide to Succession Planning for Financial Advisors

 You tell your clients they shouldn’t leave retirement planning to the last minute. The same applies to your business – specifically, with succession planning for financial advisors. Ideally, when you leave, you smoothly transition your clients and staff to another advisor who fairly compensates you for the book of business. But this process doesn’t …

The Methodology Behind a Financial Advisor Practice Valuation Calculator

 How much are you worth? It’s a question advisors spend every day discussing with their clients, often without considering that question for their own firm. That’s where a valuation comes in. The most common reason advisors seek a valuation is to prepare for a sale or merger of their business. There are other motivations …

Get in Touch

In 15 minutes we can get to know your situation, then connect you with an advisor committed to helping you pursue true wealth.

Contact Us