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Succession planning

    Building a Thriving Financial Services Firm with a Strong Succession Plan [Case Study]
    Business Development

    Building a Thriving Financial Services Firm with a Strong Succession Plan [Case Study]

    written by FIG Marketing

    Glenn and Lori are the dynamic duo behind a highly successful financial services firm in need of a succession plan for when it’s time to exit their business.

    They’ve built an illustrious reputation over the past two decades. Starting as insurance agents, they expanded their offerings to include investment management, wealth and financial planning, and long-term care planning.

    As retirement approaches, the future ownership of the firm and ensuring its continuity have become frequent topics of discussion.

    Continue Reading
    Building a Thriving Financial Services Firm with a Strong Succession Plan [Case Study] was last modified: June 5th, 2023 by FIG Marketing
    June 5, 2023
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  • Business Development

    Succession Planning for Financial Advisors [Tips + Process for Successful Succession]

    by FIG Marketing November 30, 2022

    Updated September 22, 2023, at 1:23 PM You’ve poured your entire life into your financial services business. Your business has thrived, pushed past hard times, and delivered exceptional client experiences. All things…

    1 LinkedIn Facebook Twitter
  • Business Development

    How to Get Your Business in Order Before Buying or Selling

    by Surge Business Consulting June 21, 2021

    Updated September 20, 2023, at 11:54 AM Whether you’re looking to buy a firm or thinking about retirement and selling your firm, the work begins well before you “put the word out.”…

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