Monthly Archives: May 2020

Trends in Book Buying and Continuity Plans: Part 3



You might be ready to retire, but Is now a good time to sell?

In this episode, David Grau Jr., president of Succession Resource Group, and John Williamson discuss the buying, selling, and transitioning of a practice. They dive deep into their 10-point plan for buying and selling books of businesses.

In this episode, you will learn:

  • How COVID 19 has affected the buying and selling of books
  • How becoming more technologically inclined can change your practice
  • How to begin the process of finding a book of business to buy
  • The biggest challenges that buyers and sellers face
  • And more!

Tune in for insight about whether now is the right time to buy or sell a business.

Wells Fargo Advisors Financial NetworkJohn Williamson LinkedInDavid Grau Jr. Linkedin


Planning or Planning to Finish Well: Part 2



If you were unable to run your advisory practice for the short- or long-term, would your clients and employees be well cared for during that time?

John Williamson and Dennis Leininger are back to discuss the buying, selling, and transitioning of a practice. In this episode, they focus on the importance of having a continuity plan in place and how to create one.

In this episode, you will learn:

  • Why business owners need to have a continuity plan
  • Why it’s not necessary to be an exact match with your continuity partner
  • Some of the legalities involved in selling a practice
  • The importance of communicating with clients
  • And more!

Tune in now as John Williamson and Dennis Leininger discuss how to create your continuity plan.

Wells Fargo Advisors Financial NetworkJohn Williamson LinkedInDennis Leininger LinkedIn


Be Ready to Be Ready: Part 1



Are you interested in buying or selling an established advisory practice?

In this episode, John Williamson and Dennis Leininger of Wells Fargo Advisors Financial Network guide you through the buying and selling of practices. They uncover questions to ask yourself when looking to buy a practice and steps to take when selling, all to ensure you have a plan throughout the process.

In this episode, you will learn:

  • The importance of preparation
  • The difference between selling and succession
  • What to look for when buying a practice
  • How to make the transition easy for your clients
  • And more!

Listen now as John Williamson and Dennis Leininger discuss the importance of creating a plan when buying or selling a practice.

Wells Fargo Advisors Financial NetworkJohn Williamson on LinkedInDennis Leininger on LinkedIn


Taking the Leap to Independence – Here’s how one advisor team reached their full potential.



Advisors Jill, Nancy, and Dustin felt limited at their previous firm – so they went independent. There were fears and unknowns, but the team reached their full potential along the way. Find out how they made the transition in Schwab’s all-new podcast.


Wanting More – This advisor went independent despite having it all



Jesse reached the peak of his career, but he wasn’t satisfied. When his professional life consumed his personal life, he knew it was time for a change. Listen now to hear why Jesse chose independence.