SOFTWARE
PLATFORM OVERVIEW
TrueRecruit
TruePerformance
TrueContinuity
TrueMatch
NOTABLE FEATURES
Data & Benchmarking
Enterprise Functionality
Security
RELEASE NOTES
ABOUT
PRICING
RESOURCES
THE MODERN FINANCIAL ADVISOR
Articles
Podcasts
Recruiting
Practice Management
Succession Planning
M&A
Valuation
PRESS COVERAGE
KNOWLEDGE BASE
PARTNERS
CONTACT
GET IN TOUCH
GET SUPPORT
SOFTWARE
PLATFORM OVERVIEW
TrueRecruit
TruePerformance
TrueContinuity
TrueMatch
NOTABLE FEATURES
Data & Benchmarking
Enterprise Functionality
Security
RELEASE NOTES
ABOUT
PRICING
RESOURCES
THE MODERN FINANCIAL ADVISOR
Articles
Podcasts
Recruiting
Practice Management
Succession Planning
M&A
Valuation
PRESS COVERAGE
KNOWLEDGE BASE
PARTNERS
CONTACT
GET IN TOUCH
GET SUPPORT
Search
Menu
SOFTWARE
PLATFORM OVERVIEW
TrueRecruit
TruePerformance
TrueContinuity
TrueMatch
NOTABLE FEATURES
Data & Benchmarking
Enterprise Functionality
Security
RELEASE NOTES
ABOUT
PRICING
RESOURCES
THE MODERN FINANCIAL ADVISOR
Articles
Podcasts
Recruiting
Practice Management
Succession Planning
M&A
Valuation
PRESS COVERAGE
KNOWLEDGE BASE
PARTNERS
CONTACT
GET IN TOUCH
GET SUPPORT
Posts in Mergers and Acquisitions
How Financial Advisors and RIAs Can Use Storytelling in the M&A Process
Mike Langford
|
Sep 9, 2020
|
2 min read
Read More →
Categories
Practice Management
(65)
Modern Financial Advisor Podcast
(51)
Succession Planning
(36)
Industry Trends
(25)
Valuation
(23)
Marketing
(21)
Truelytics
(20)
M&A
(19)
Product Release Notes
(17)
Technology
(16)
Continuity Planning
(12)
DOL Fiduciary Rule
(9)
Self-Improvement
(9)
Recruiting
(8)
The Market
(7)
Lifestyle
(6)
Mergers and Acquisitions
(6)
Client Management
(5)
Regulations
(5)
Client Acquisition
(4)
Compensation
(3)
Ready to Pounce Series
(3)
Financing
(2)
Advisor Retention
(1)
Subscribe
Industry Trends
The Future of the OSJ Model for Independent Financial Advisors
Mike Langford
|
Aug 17, 2020
|
2 min read
Industry Trends
Leadership During Our New "Work From Home" Reality
Mike Langford
|
Aug 7, 2020
|
2 min read
Succession Planning
How The Pandemic Might Affect Valuations For Financial Advisory Business Sales
Mike Langford
|
May 21, 2020
|
1 min read
Succession Planning
Why Protecting Financial Advisors’ Businesses is Good Business for Broker Dealers
Mike Langford
|
May 3, 2020
|
1 min read
Succession Planning
Keys to Identifying and Selecting a Continuity Partner
Carla McCabe
|
Apr 15, 2020
|
3 min read