Growing your Business

Go Big or Go Boutique! Moving off the Grid

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When I started in the financial services industry 20 years ago there were so many options for advisors to present their unique service offering. Today we have come full swing once again through the expansion of boutique firms creating value for clients and a better life for advisors.

First a little history…

The Disappearance of “Independents”

Many seasoned advisors refer to the nineties as “the good times” due to the wide variety of choices ...

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50 Ways to Leave Your Lover

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“50 Ways to Leave Your Lover”

and Other Reflections on Succession Planning for Financial Advisors

At Jones Graham we are often asked for some rules of thumb when either selling or acquiring a practice. While every situation is different, we have found there are seven cardinal rules that exist for both buyers and sellers of Wealth Management practices. Much of what is discussed below might seem like common sense, but in reality, we’ve seen common ...

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