Exit Planning Checklist for Financial Advisors
DEAR ADVISORS,
Fantastic news! We’ve been working hard this quarter to get you more resources and services to help with your succession plan! Here are a few updates you’re going to love!
New Exit Planning Checklist
Whether you’re looking to acquire or sell an advisory firm, you’ll definitely want this checklist to make sure you’re not missing anything big!
You can download your free Exit Planning Checklist included in this week’s email, or if you’re not yet following our blog, you can subscribe to get it delivered directly to your inbox!
Financial Planning Fee Calculator - now live!
Hiring your own financial advisor is one of the best ways to secure your succession plan. That’s why we offer financial planning exclusively for financial advisors! Our brand new financial planning fee calculator will email you a clear, specific quote so you can review the details with your significant other later tonight. We’d love for you to test our fee calculator and let us know what you think!
If you find yourself drooling over how cool it is, then head over to Sphynx Automation and get a quote from Arielle Minicozzi-Figueroa to get your own custom calculator for your advisory firm’s website!
Succession Planning Research Study
A research study about succession planning for financial advisors was conducted in 2018 by FPA and Janus Henderson. They identified some of the obstacles advisors face in starting a succession plan. Essentially, we just need a safe place ask questions and get started! You can read more on that study here.
This year, we’re conducting a qualitative research study to identify what makes a succession plan succeed or fail, and what you can do today to retire on your own terms. We’ll share our findings with you as we go, via case studies, research articles, and eventually as a published book!
If you have specific questions you want us to answer, or if you would be willing to share your succession planning story during a one-hour interview, please email me at Brooklyn@EllevateAdvisors.com.
Welcome 2 new Team Members
We know you’re going to love our new Ellevate family member, Tiffany Lee! She designed us a custom content calendar so you can follow us on any social media platform to get all the succession planning tips you need! She’s also launching our YouTube channel later this month so you can get the latest info on securing your exit plan!
We’re excited to welcome our new company mascot - Theo! He’s our puppy, our cheerleader, and has helpful tips for your advisory firm’s exit plan every Thursday on Facebook! Just look for the next #TheoThursday!
If you have any other ideas for resources, whitepapers, or research studies you want to see us work on, please let us know! We love helping you come up with solutions to secure the future of your family and your financial advisory firm!
Warm regards,
Brooklyn
P.S.
At Ellevate Advisors, we believe that advisors deserve to retire too. What does that look like for you, your family, and your business? Let’s figure it out together! Click here to schedule an initial phone call with our team today or get to know me on my bio here!